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.
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 | $69,137-100.0% | $182,153-100.0% | $94,015-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 65.7%-65.7pp | 70.8%-70.8pp |
| Annual return | -23.67% | 21.34%-45.0pp | 35.04%-58.7pp | 17.84%-41.5pp |
| Employer contribution / active EE | $0 | $2,152-100.0% | $2,593-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $2,665-100.0% | $3,776-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $11,615-100.0% | $9,477-100.0% | $8,951-100.0% |