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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,790 | $48,064-50.5% | $78,778-69.8% | $69,631-65.8% |
| Participation rate | 96.8% | 61.6%+35.2pp | 69.2%+27.6pp | 70.7%+26.1pp |
| Annual return | 17.76% | 21.81%-4.1pp | 35.62%-17.9pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |