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 | $15,542 | $157,829-90.2% | $136,867-88.6% | $198,609-92.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.35% | 51.25%-36.9pp | 42.97%-28.6pp | 202.70%-188.3pp |
| Employer contribution / active EE | $3,198 | $3,923-18.5% | $3,547-9.8% | $5,055-36.7% |
| Participant deferral / active EE | $3,863 | $5,463-29.3% | $4,924-21.5% | $6,977-44.6% |
| Admin fee / account holder | $8 | $11,107-99.9% | $10,340-99.9% | $19,030-100.0% |