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 | $84,661 | $60,243+40.5% | $86,656-2.3% | - |
| Participation rate | 0.0% | 60.8%-60.8pp | 71.7%-71.7pp | - |
| Annual return | 19.76% | 59.27%-39.5pp | 593.09%-573.3pp | - |
| Employer contribution / active EE | $0 | $2,261-100.0% | $3,025-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,439-100.0% | - |
| Admin fee / account holder | $222 | $4,652-95.2% | $5,619-96.0% | - |