Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,415 | $105,960-98.7% | $81,726-98.3% | $158,982-99.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 58.32% | 38.19%+20.1pp | 29.49%+28.8pp | 302.99%-244.7pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,209 | $13,011-83.0% | $7,108-68.9% | $5,983-63.1% |
| Admin fee / account holder | $10 | $8,494-99.9% | $5,160-99.8% | $11,252-99.9% |