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 | $64,236 | $78,104-17.8% | $160,039-59.9% | $78,104-17.8% |
| Participation rate | 99.7% | 74.5%+25.2pp | 78.0%+21.8pp | 74.5%+25.2pp |
| Annual return | -2.88% | 10.90%-13.8pp | 409.10%-412.0pp | 10.90%-13.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $4,226-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $6,184-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $8,716-100.0% | $79-100.0% |