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.
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 | $10,754 | $115,814-90.7% | $101,275-89.4% | $158,982-93.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.78% | 56.16%-45.4pp | 46.48%-35.7pp | 302.99%-292.2pp |
| Employer contribution / active EE | $1,183 | $4,176-71.7% | $3,660-67.7% | $4,763-75.2% |
| Participant deferral / active EE | $1,183 | $4,958-76.1% | $4,371-72.9% | $5,983-80.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |