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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $364,147 | $183,539+98.4% | $155,556+134.1% | $145,897+149.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.72% | 61.31%-43.6pp | 64.84%-47.1pp | 552.29%-534.6pp |
| Employer contribution / active EE | $23,809 | $5,315+347.9% | $4,675+409.2% | $4,663+410.6% |
| Participant deferral / active EE | $30,500 | $6,467+371.6% | $5,631+441.7% | $6,689+356.0% |
| Admin fee / account holder | $92 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |