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 | $13,509 | $64,307-79.0% | $57,349-76.4% | $125,388-89.2% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 83.2%-83.2pp |
| Annual return | 3.72% | 25.14%-21.4pp | 24.40%-20.7pp | 282.24%-278.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $144 | $5,242-97.3% | $3,356-95.7% | $9,541-98.5% |