Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $220,827-100.0% | $183,454-100.0% | $461,066-100.0% |
| Participation rate | 0.0% | 94.1%-94.1pp | 87.7%-87.7pp | 87.7%-87.7pp |
| Annual return | -4.15% | -9.78%+5.6pp | -7.27%+3.1pp | 484.84%-489.0pp |
| Employer contribution / active EE | $0 | $8,265-100.0% | $5,911-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $5,208-100.0% | $4,746-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $33,368-100.0% | $26,209-100.0% | $28,147-100.0% |