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.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $160,059-100.0% | $140,019-100.0% | $135,380-100.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.54% | 911.48%-908.9pp | 651.17%-648.6pp | 519.81%-517.3pp |
| Employer contribution / active EE | $1,652 | $6,420-74.3% | $5,605-70.5% | $4,779-65.4% |
| Participant deferral / active EE | $1,230 | $7,641-83.9% | $6,927-82.2% | $5,609-78.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |