Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,341 | $129,737-97.4% | $119,126-97.2% | $154,746-97.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.10% | 379.08%-356.0pp | 282.11%-259.0pp | 172.34%-149.2pp |
| Employer contribution / active EE | $2,978 | $4,375-31.9% | $4,034-26.2% | $4,379-32.0% |
| Participant deferral / active EE | $5,619 | $5,842-3.8% | $5,318+5.7% | $6,730-16.5% |
| Admin fee / account holder | $17 | $11,961-99.9% | $10,693-99.8% | $14,365-99.9% |