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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,496 | $45,087+158.4% | $69,483+67.7% | $72,976+59.6% |
| Participation rate | 98.9% | 68.5%+30.4pp | 74.6%+24.3pp | 69.5%+29.4pp |
| Annual return | 16.61% | 22.67%-6.1pp | 28.99%-12.4pp | 81.02%-64.4pp |
| Employer contribution / active EE | $12,278 | $2,055+497.4% | $2,780+341.7% | $2,440+403.2% |
| Participant deferral / active EE | $5,861 | $2,603+125.2% | $3,537+65.7% | $3,608+62.5% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |