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.
Participant 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 | $43,647 | $226,090-80.7% | $182,531-76.1% | $152,885-71.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.13% | 192.57%-169.4pp | 148.57%-125.4pp | 345.39%-322.3pp |
| Employer contribution / active EE | $16,576 | $4,978+233.0% | $4,075+306.7% | $4,763+248.0% |
| Participant deferral / active EE | $600 | $6,369-90.6% | $5,525-89.1% | $5,851-89.7% |
| Admin fee / account holder | $6 | $10,705-99.9% | $8,593-99.9% | $11,598-100.0% |