Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $326 | $55,470-99.4% | $155,556-99.8% | $74,478-99.6% |
| Participation rate | 42.9% | 61.9%-19.0pp | 78.2%-35.3pp | 67.2%-24.3pp |
| Annual return | 7.16% | 269.80%-262.6pp | 64.84%-57.7pp | 1370.56%-1363.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $29 | $1,744-98.3% | $15,885-99.8% | $1,946-98.5% |