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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,739 | $148,582+33.8% | $135,942+46.2% | $139,456+42.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.91% | 79.26%-53.3pp | 68.28%-42.4pp | 373.45%-347.5pp |
| Employer contribution / active EE | $6,915 | $5,245+31.8% | $4,858+42.4% | $4,753+45.5% |
| Participant deferral / active EE | $2,992 | $8,101-63.1% | $7,759-61.4% | $6,711-55.4% |
| Admin fee / account holder | $68 | $12,402-99.5% | $10,764-99.4% | $11,407-99.4% |