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 | $43,377 | $152,597-71.6% | $117,533-63.1% | $134,532-67.8% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -19.75% | 53.04%-72.8pp | 29.77%-49.5pp | 418.27%-438.0pp |
| Employer contribution / active EE | $4,655 | $5,576-16.5% | $4,179+11.4% | $4,741-1.8% |
| Participant deferral / active EE | $18,213 | $4,821+277.8% | $4,072+347.2% | $6,401+184.5% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |