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 | $53,626 | $157,296-65.9% | $141,191-62.0% | $152,897-64.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.80% | 64.34%-42.5pp | 71.41%-49.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $16,810 | $5,262+219.4% | $4,736+254.9% | $4,764+252.9% |
| Participant deferral / active EE | $8,195 | $7,111+15.2% | $6,710+22.1% | $5,851+40.1% |
| Admin fee / account holder | $278 | $12,125-97.7% | $10,264-97.3% | $11,599-97.6% |