Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $501 | $67,823-99.3% | $52,425-99.0% | $137,256-99.6% |
| Participation rate | 62.5% | 63.9%-1.4pp | 55.6%+6.9pp | 80.0%-17.5pp |
| Annual return | 8.30% | 219.11%-210.8pp | 302.12%-293.8pp | 220.34%-212.0pp |
| Employer contribution / active EE | $12 | $1,163-99.0% | $914-98.7% | $4,156-99.7% |
| Participant deferral / active EE | $1,225 | $2,288-46.5% | $1,790-31.6% | $6,407-80.9% |
| Admin fee / account holder | $109 | $2,844-96.2% | $2,495-95.6% | $12,270-99.1% |