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 | $47,131 | $174,018-72.9% | $136,833-65.6% | $198,609-76.3% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.0%+16.0pp | 82.4%-7.4pp |
| Annual return | 12.58% | 35.16%-22.6pp | 35.32%-22.7pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,524 | $1,571-3.0% | $1,319+15.6% | $5,055-69.9% |
| Participant deferral / active EE | $15,180 | $2,873+428.3% | $2,441+521.9% | $6,977+117.6% |
| Admin fee / account holder | $30 | $5,434-99.4% | $4,706-99.4% | $19,030-99.8% |