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.
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 | $24,880 | $100,811-75.3% | $86,698-71.3% | $134,545-81.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.26% | 29.11%-44.4pp | 35.96%-51.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $1,451 | $3,490-58.4% | $2,837-48.9% | $4,742-69.4% |
| Participant deferral / active EE | $1,800 | $5,339-66.3% | $4,656-61.3% | $6,401-71.9% |
| Admin fee / account holder | $276 | $10,926-97.5% | $7,492-96.3% | $11,431-97.6% |