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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,451 | $37,436-24.0% | $77,513-63.3% | $79,858-64.4% |
| Participation rate | 65.4% | 41.5%+23.9pp | 54.2%+11.2pp | 69.6%-4.3pp |
| Annual return | -39.79% | 39.75%-79.5pp | 54.81%-94.6pp | 31.72%-71.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $29 | $2,505-98.8% | $2,859-99.0% | $5,306-99.5% |