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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,402 | $77,638-67.3% | $156,551-83.8% | $62,881-59.6% |
| Participation rate | 95.0% | 71.2%+23.8pp | 84.0%+11.0pp | 69.3%+25.7pp |
| Annual return | 14.51% | 50.33%-35.8pp | 32.23%-17.7pp | 20.14%-5.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |