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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,795 | $102,595-86.6% | $94,057-85.3% | $154,746-91.1% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 15.76% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $543 | $3,147-82.8% | $2,933-81.5% | $4,379-87.6% |
| Participant deferral / active EE | $1,085 | $5,118-78.8% | $4,709-77.0% | $6,730-83.9% |
| Admin fee / account holder | $5 | $7,736-99.9% | $7,244-99.9% | $14,365-100.0% |