Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $58,681 | $175,231-66.5% | $149,696-60.8% | $139,466-57.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.88% | 166.77%-145.9pp | 134.46%-113.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $3,149 | $5,478-42.5% | $4,821-34.7% | $4,754-33.8% |
| Participant deferral / active EE | $7,117 | $6,521+9.1% | $5,682+25.3% | $6,712+6.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |