Sign up free to preview peer percentile detail
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,294 | $40,275+17.4% | $57,356-17.5% | $59,633-20.7% |
| Participation rate | 87.1% | 69.1%+18.0pp | 75.1%+12.0pp | 68.7%+18.4pp |
| Annual return | 1.15% | 27.52%-26.4pp | 24.41%-23.3pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |