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.
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 | $1,233 | $211,239-99.4% | $178,528-99.3% | $145,877-99.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 2.57% | 30.22%-27.6pp | 27.11%-24.5pp | 551.28%-548.7pp |
| Employer contribution / active EE | $1,242 | $4,570-72.8% | $3,950-68.6% | $4,663-73.4% |
| Participant deferral / active EE | $1,485 | $6,963-78.7% | $6,278-76.3% | $6,691-77.8% |
| Admin fee / account holder | $281 | $12,095-97.7% | $10,419-97.3% | $13,402-97.9% |