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 | $21,948 | $84,518-74.0% | $67,704-67.6% | $125,389-82.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.13% | 2.57%-3.7pp | 25.41%-26.5pp | 282.24%-283.4pp |
| Employer contribution / active EE | $3,000 | $3,292-8.9% | $2,559+17.2% | $4,866-38.3% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $241 | $5,340-95.5% | $4,255-94.3% | $9,541-97.5% |