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 | $50,368 | $106,551-52.7% | $91,225-44.8% | $134,532-62.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.22% | 160.78%-180.0pp | 114.12%-133.3pp | 418.27%-437.5pp |
| Employer contribution / active EE | $22,452 | $3,331+573.9% | $2,851+687.6% | $4,741+373.6% |
| Participant deferral / active EE | $13,500 | $4,718+186.1% | $4,233+218.9% | $6,401+110.9% |
| Admin fee / account holder | $180 | $6,234-97.1% | $5,422-96.7% | $11,429-98.4% |