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.
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 | $4,667 | $111,785-95.8% | $93,669-95.0% | $145,877-96.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.73% | 203.79%-187.1pp | 133.59%-116.9pp | 551.28%-534.6pp |
| Employer contribution / active EE | $1,071 | $3,096-65.4% | $2,424-55.8% | $4,663-77.0% |
| Participant deferral / active EE | $1,346 | $4,919-72.6% | $4,416-69.5% | $6,691-79.9% |
| Admin fee / account holder | $39 | $10,256-99.6% | $8,291-99.5% | $13,402-99.7% |