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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,999 | $98,273+145.2% | $150,734+59.9% | $85,660+181.3% |
| Participation rate | 97.6% | 84.0%+13.6pp | 78.4%+19.2pp | 74.8%+22.8pp |
| Annual return | 7.71% | 7.62%+0.1pp | 600.81%-593.1pp | 19.52%-11.8pp |
| Employer contribution / active EE | $0 | $5,764-100.0% | $4,918-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $0 | $226-100.0% | $14,905-100.0% | $224-100.0% |