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 | $69,093 | $101,555-32.0% | $189,611-63.6% | $101,555-32.0% |
| Participation rate | 98.7% | 74.5%+24.2pp | 78.5%+20.3pp | 74.5%+24.2pp |
| Annual return | 43.23% | 21.00%+22.2pp | 64.20%-21.0pp | 21.00%+22.2pp |
| Employer contribution / active EE | $0 | $2,972-100.0% | $4,413-100.0% | $2,972-100.0% |
| Participant deferral / active EE | $0 | $4,874-100.0% | $6,174-100.0% | $4,874-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $9,808-100.0% | $139-100.0% |