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.
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 | $175,036-100.0% | $134,172-100.0% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 72.5%-72.5pp | - |
| Annual return | 0.50% | 15.04%-14.5pp | 25.30%-24.8pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,420-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $4,690-100.0% | - |
| Admin fee / account holder | $0 | $23,923-100.0% | $12,016-100.0% | - |