Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $6,779 | $126,661-94.6% | $113,397-94.0% | $138,895-95.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 22.26% | 25.05%-2.8pp | 23.20%-0.9pp | 145.39%-123.1pp |
| Employer contribution / active EE | $3,093 | $3,456-10.5% | $2,977+3.9% | $4,194-26.3% |
| Participant deferral / active EE | $7,079 | $5,693+24.3% | $5,076+39.4% | $6,396+10.7% |
| Admin fee / account holder | $18 | $14,549-99.9% | $11,957-99.8% | $12,562-99.9% |