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.
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 | $29,388 | $146,267-79.9% | $197,124-85.1% | $82,448-64.4% |
| Participation rate | 89.7% | 84.0%+5.6pp | 86.7%+2.9pp | 68.1%+21.6pp |
| Annual return | 2.78% | 29.61%-26.8pp | 44.34%-41.6pp | 41.64%-38.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $71 | $14,422-99.5% | $16,298-99.6% | $7,234-99.0% |