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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,064 | $58,311+141.9% | $81,882+72.3% | $80,959+74.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.26% | 41.85%-30.6pp | 779.47%-768.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $11,074 | $2,347+371.9% | $2,916+279.8% | $2,757+301.7% |
| Participant deferral / active EE | $6,980 | $3,287+112.3% | $4,323+61.4% | $4,300+62.3% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |