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.
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 | $994 | $29,716-96.7% | $56,077-98.2% | $80,925-98.8% |
| Participation rate | 81.5% | 41.7%+39.8pp | 52.5%+29.0pp | 67.7%+13.8pp |
| Annual return | 2.94% | 35.30%-32.4pp | 1709.28%-1706.3pp | 35.65%-32.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $95 | $2,432-96.1% | $2,825-96.6% | $6,940-98.6% |