Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $286,788-100.0% | - | $286,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 37.6%-37.6pp |
| Annual return | 9.90% | 8.21%+1.7pp | 10.84%-0.9pp | 9.30%+0.6pp |
| Employer contribution / active EE | $0 | $45,479-100.0% | $35,054-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $12,596-100.0% | - | $12,596-100.0% |