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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,230 | $161,352-83.1% | $134,172-79.7% | $137,256-80.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.94% | 28.72%-16.8pp | 25.30%-13.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $13,793 | $4,099+236.5% | $3,420+303.3% | $4,156+231.9% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $88 | $15,028-99.4% | $12,016-99.3% | $12,270-99.3% |