Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,685 | $60,261-69.0% | $81,783-77.2% | $74,546-74.9% |
| Participation rate | 92.7% | 62.9%+29.8pp | 72.4%+20.3pp | 67.2%+25.5pp |
| Annual return | 8.71% | 16.88%-8.2pp | 775.05%-766.3pp | 1366.03%-1357.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1 | $1,482-100.0% | $7,380-100.0% | $1,944-100.0% |