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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,304 | $40,264-32.2% | $57,349-52.4% | $59,633-54.2% |
| Participation rate | 94.7% | 69.2%+25.6pp | 75.1%+19.7pp | 68.7%+26.1pp |
| Annual return | 1.55% | 27.51%-26.0pp | 24.40%-22.9pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $2,329 | $1,922+21.2% | $2,689-13.4% | $2,203+5.7% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |