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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $64,585 | $110,083-41.3% | $151,639-57.4% | $68,486-5.7% |
| Participation rate | 27.4% | 84.0%-56.5pp | 87.5%-60.1pp | 67.9%-40.5pp |
| Annual return | 2.86% | -10.12%+13.0pp | 3.34%-0.5pp | -7.85%+10.7pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $140 | $7,718-98.2% | $11,613-98.8% | $5,404-97.4% |