Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,040 | $96,419-96.8% | $80,648-96.2% | $139,487-97.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 36.38% | 1352.86%-1316.5pp | 937.21%-900.8pp | 373.84%-337.5pp |
| Employer contribution / active EE | $5,177 | $3,261+58.7% | $2,724+90.1% | $4,755+8.9% |
| Participant deferral / active EE | $5,414 | $5,225+3.6% | $4,443+21.8% | $6,713-19.3% |
| Admin fee / account holder | $11 | $6,605-99.8% | $5,382-99.8% | $11,407-99.9% |