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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $331,967-100.0% | $158,223-100.0% | - |
| Participation rate | 0.0% | 50.0%-50.0pp | 79.2%-79.2pp | - |
| Annual return | 1.85% | 9.74%-7.9pp | 52.09%-50.2pp | - |
| Employer contribution / active EE | $0 | $996-100.0% | $4,109-100.0% | - |
| Participant deferral / active EE | $0 | $1,868-100.0% | $5,467-100.0% | - |
| Admin fee / account holder | $0 | $145,493-100.0% | $16,047-100.0% | - |