Filed January 24, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,688 | $81,948+11.9% | $90,766+1.0% | $64,824+41.4% |
| Participation rate | 97.8% | 80.5%+17.3pp | 75.7%+22.1pp | 71.5%+26.3pp |
| Annual return | 87.82% | -12.53%+100.4pp | -12.16%+100.0pp | 32.84%+55.0pp |
| Employer contribution / active EE | $0 | $3,067-100.0% | $2,922-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,446-100.0% | $188-100.0% |