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.
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 | $0 | $57,330-100.0% | $86,656-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | -58.23% | 2675.40%-2733.6pp | 593.09%-651.3pp | 160.75%-219.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,115-100.0% | $5,619-100.0% | $5,651-100.0% |