Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
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 | $545 | $37,156-98.5% | $83,854-99.3% | $86,983-99.4% |
| Participation rate | 31.6% | 49.1%-17.5pp | 59.1%-27.5pp | 69.5%-38.0pp |
| Annual return | 19.84% | 29.88%-10.0pp | 31.39%-11.5pp | 25.83%-6.0pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4 | $2,510-99.8% | $3,197-99.9% | $7,856-99.9% |