Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,964 | $176,402-90.4% | $134,155-87.4% | $158,931-89.3% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 9.99% | 63.64%-53.6pp | 36.33%-26.3pp | 302.86%-292.9pp |
| Employer contribution / active EE | $0 | $5,041-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,092-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $204 | $8,719-97.7% | $6,685-97.0% | $11,247-98.2% |