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 | $302,420 | $175,259+72.6% | $149,723+102.0% | $139,487+116.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.84% | 166.82%-146.0pp | 134.50%-113.7pp | 373.84%-353.0pp |
| Employer contribution / active EE | $24,890 | $5,478+354.3% | $4,821+416.3% | $4,755+423.5% |
| Participant deferral / active EE | $30,000 | $6,522+360.0% | $5,682+427.9% | $6,713+346.9% |
| Admin fee / account holder | $95 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |