Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,463 | $81,668-57.8% | $58,507-41.1% | $139,487-75.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 13.61% | 7430.07%-7416.5pp | 4252.32%-4238.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $485 | $1,398-65.3% | $1,053-53.9% | $4,755-89.8% |
| Participant deferral / active EE | $52 | $2,554-98.0% | $1,922-97.3% | $6,713-99.2% |
| Admin fee / account holder | $37 | $3,212-98.8% | $2,486-98.5% | $11,407-99.7% |