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 | $118,812 | $176,572-32.7% | - | $137,256-13.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | 22.35% | 652.77%-630.4pp | - | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | - | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,052-100.0% | - | $6,407-100.0% |
| Admin fee / account holder | -$1,587 | $6,447-124.6% | - | $12,270-112.9% |