Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,800 | $69,159-80.0% | $125,180-89.0% | $67,579-79.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 24.50% | 27.12%-2.6pp | 43.79%-19.3pp | 378.56%-354.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,866-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,703-100.0% | $142-100.0% |