Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $3,425 | $107,809-96.8% | $97,032-96.5% | $155,188-97.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 0.86% | 38.06%-37.2pp | 35.38%-34.5pp | 148.84%-148.0pp |
| Employer contribution / active EE | $2,794 | $2,911-4.0% | $2,629+6.3% | $4,248-34.2% |
| Participant deferral / active EE | $1,987 | $5,129-61.3% | $4,672-57.5% | $6,531-69.6% |
| Admin fee / account holder | $298 | $10,717-97.2% | $9,418-96.8% | $14,480-97.9% |