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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,427 | $47,180-94.9% | $149,723-98.4% | $74,473-96.7% |
| Participation rate | 98.0% | 63.4%+34.6pp | 78.8%+19.2pp | 70.7%+27.2pp |
| Annual return | 256.50% | 22.75%+233.8pp | 134.50%+122.0pp | 34.36%+222.1pp |
| Employer contribution / active EE | $1,596 | $1,907-16.3% | $4,821-66.9% | $2,638-39.5% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |