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.
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 | $0 | $348,986-100.0% | $185,835-100.0% | - |
| Participation rate | 0.0% | 76.2%-76.2pp | 78.0%-78.0pp | - |
| Annual return | -9.22% | 9.09%-18.3pp | 35.96%-45.2pp | - |
| Employer contribution / active EE | $0 | $2,863-100.0% | $4,087-100.0% | - |
| Participant deferral / active EE | $0 | $5,378-100.0% | $5,633-100.0% | - |
| Admin fee / account holder | $0 | $28,026-100.0% | $9,502-100.0% | - |