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 | $53,772 | $165,361-67.5% | $149,715-64.1% | $158,950-66.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.53% | 348.24%-334.7pp | 276.66%-263.1pp | 302.91%-289.4pp |
| Employer contribution / active EE | $6,276 | $5,103+23.0% | $4,645+35.1% | $4,762+31.8% |
| Participant deferral / active EE | $14,623 | $7,182+103.6% | $6,842+113.7% | $5,983+144.4% |
| Admin fee / account holder | $196 | $10,808-98.2% | $9,310-97.9% | $11,248-98.3% |