Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,567 | $228,395-90.1% | $185,861-87.9% | $158,982-85.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.98% | 40.82%-30.8pp | 35.96%-26.0pp | 302.99%-293.0pp |
| Employer contribution / active EE | $33,145 | $4,968+567.2% | $4,088+710.8% | $4,763+595.9% |
| Participant deferral / active EE | $13,000 | $6,417+102.6% | $5,634+130.7% | $5,983+117.3% |
| Admin fee / account holder | $228 | $11,869-98.1% | $9,503-97.6% | $11,252-98.0% |