Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Participant contribution per participant 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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,074 | $111,878-98.1% | $93,727-97.8% | $145,897-98.6% |
| Participation rate | 5.9% | 74.2%-68.3pp | 68.7%-62.8pp | 80.3%-74.4pp |
| Annual return | 8.80% | 204.28%-195.5pp | 133.83%-125.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $43 | $4,920-99.1% | $4,417-99.0% | $6,689-99.4% |
| Admin fee / account holder | $8 | $10,256-99.9% | $8,292-99.9% | $13,390-99.9% |