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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,462 | $183,627-80.7% | $155,602-77.2% | $145,978-75.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.02% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $4,233 | $5,316-20.4% | $4,675-9.5% | $4,662-9.2% |
| Participant deferral / active EE | $11,500 | $6,466+77.9% | $5,629+104.3% | $6,690+71.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |