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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,089 | $51,283+155.6% | $95,759+36.9% | $71,529+83.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 16.30% | 25.25%-8.9pp | 28.42%-12.1pp | 28.97%-12.7pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,836-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $4,244-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,135-100.0% | $5,678-100.0% | $1,588-100.0% |