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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,792 | $95,917+0.9% | $79,583+21.6% | $134,545-28.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.70% | -2.70%-13.0pp | 0.16%-15.9pp | 418.37%-434.1pp |
| Employer contribution / active EE | $3,750 | $3,129+19.8% | $2,414+55.4% | $4,742-20.9% |
| Participant deferral / active EE | $6,750 | $4,694+43.8% | $3,986+69.4% | $6,401+5.4% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |