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.
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 | $3,983 | $103,038-96.1% | $90,324-95.6% | $152,909-97.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.37% | 95.25%-82.9pp | 78.15%-65.8pp | 345.46%-333.1pp |
| Employer contribution / active EE | $1,513 | $3,141-51.8% | $2,856-47.0% | $4,764-68.2% |
| Participant deferral / active EE | $572 | $4,282-86.6% | $3,885-85.3% | $5,851-90.2% |
| Admin fee / account holder | $49 | $6,177-99.2% | $5,356-99.1% | $11,601-99.6% |