Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $168,552 | $135,905+24.0% | $126,068+33.7% | $198,609-15.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.60% | 14.07%+5.5pp | 15.01%+4.6pp | 202.70%-183.1pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $109,463 | $8,523+1184.3% | $8,214+1232.6% | $6,977+1469.0% |
| Admin fee / account holder | $198 | $21,036-99.1% | $18,264-98.9% | $19,030-99.0% |