Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $77,638-100.0% | $156,551-100.0% | $62,881-100.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -103.60% | 50.33%-153.9pp | 32.23%-135.8pp | 20.14%-123.7pp |
| Employer contribution / active EE | $6,217 | $3,444+80.5% | $5,501+13.0% | $2,281+172.6% |
| Participant deferral / active EE | $5,288 | $3,046+73.6% | $4,871+8.6% | $3,203+65.1% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |