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.
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 | $10,866 | $154,467-93.0% | $130,270-91.7% | $139,487-92.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 10.08% | 30.58%-20.5pp | 38.89%-28.8pp | 373.84%-363.8pp |
| Employer contribution / active EE | $0 | $5,175-100.0% | $4,128-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $8,497-100.0% | $6,797-100.0% | $6,713-100.0% |
| Admin fee / account holder | $68 | $9,222-99.3% | $6,022-98.9% | $11,407-99.4% |