Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,936 | $148,623-91.3% | $135,974-90.5% | $139,466-90.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.12% | 79.30%-37.2pp | 68.30%-26.2pp | 373.66%-331.5pp |
| Employer contribution / active EE | $11,844 | $5,246+125.7% | $4,859+143.7% | $4,754+149.1% |
| Participant deferral / active EE | $30,309 | $8,103+274.1% | $7,760+290.6% | $6,712+351.6% |
| Admin fee / account holder | $270 | $12,406-97.8% | $10,767-97.5% | $11,409-97.6% |