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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,223 | $65,555-87.5% | $86,216-90.5% | $75,173-89.1% |
| Participation rate | 89.3% | 60.5%+28.8pp | 69.0%+20.3pp | 67.2%+22.1pp |
| Annual return | 8.50% | 46.07%-37.6pp | 1169.42%-1160.9pp | 160.72%-152.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6 | $5,469-99.9% | $6,853-99.9% | $5,651-99.9% |