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 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 | $5,171 | $48,078-89.2% | $78,676-93.4% | $62,881-91.8% |
| Participation rate | 70.5% | 65.2%+5.3pp | 73.6%-3.1pp | 69.3%+1.2pp |
| Annual return | 12.30% | 31.36%-19.1pp | 62.19%-49.9pp | 20.14%-7.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $155 | $3,206-95.2% | $4,510-96.6% | $4,296-96.4% |