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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,106 | $62,549-83.8% | $85,705-88.2% | $85,851-88.2% |
| Participation rate | 92.9% | 61.1%+31.7pp | 69.9%+23.0pp | 69.3%+23.5pp |
| Annual return | 23.47% | 23.77%-0.3pp | 21.49%+2.0pp | 318.63%-295.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,644-100.0% | $6,877-100.0% | $6,261-100.0% |