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 | $154,211 | $183,592-16.0% | $155,574-0.9% | $145,877+5.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.22% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $24,047 | $5,317+352.3% | $4,676+414.3% | $4,663+415.7% |
| Participant deferral / active EE | $15,250 | $6,466+135.8% | $5,629+170.9% | $6,691+127.9% |
| Admin fee / account holder | $12 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |