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.
Sign up free to preview 1 actuary disclosure
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 | $0 | $118,035-100.0% | $118,035-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 33.3%-33.3pp | 34.1%-34.1pp |
| Annual return | 9.71% | 2.43%+7.3pp | 2.81%+6.9pp | 13.02%-3.3pp |
| Employer contribution / active EE | $0 | $33,131-100.0% | $30,972-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $95-100.0% | $89-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,644-100.0% | $3,644-100.0% | $39,117-100.0% |