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 | $29,615 | $48,337-38.7% | $67,560-56.2% | $80,959-63.4% |
| Participation rate | 96.0% | 66.4%+29.6pp | 72.9%+23.1pp | 67.7%+28.3pp |
| Annual return | 11.49% | 18.26%-6.8pp | 3533.50%-3522.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $191 | $3,695-94.8% | $3,994-95.2% | $6,925-97.2% |