Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,542 | $72,071-92.3% | $68,368-91.9% | $137,256-96.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.20% | 353.14%-337.9pp | 292.57%-277.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $514 | $2,788-81.6% | $2,649-80.6% | $4,156-87.6% |
| Participant deferral / active EE | $772 | $4,410-82.5% | $4,123-81.3% | $6,407-88.0% |
| Admin fee / account holder | $37 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |