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.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $96,123-100.0% | $77,361-100.0% | $198,609-100.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | -89.93% | 2054.81%-2144.7pp | 1011.54%-1101.5pp | 202.70%-292.6pp |
| Employer contribution / active EE | $1,253 | $3,791-66.9% | $2,990-58.1% | $5,055-75.2% |
| Participant deferral / active EE | $2,419 | $4,975-51.4% | $3,911-38.1% | $6,977-65.3% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |