Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,018 | $42,367-76.4% | $79,583-87.4% | $64,824-84.5% |
| Participation rate | 100.0% | 64.7%+35.3pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | 63.40% | -12.24%+75.6pp | 0.16%+63.2pp | 32.84%+30.6pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,414-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $160-99.9% | $6,835-100.0% | $188-100.0% |