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 | $37,911 | $92,468-59.0% | $83,167-54.4% | $222,458-83.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.9%+22.1pp | 48.7%+51.3pp |
| Annual return | 0.27% | -0.06%+0.3pp | -0.37%+0.6pp | -2.16%+2.4pp |
| Employer contribution / active EE | $5,302 | $33,795-84.3% | $27,460-80.7% | $42,949-87.7% |
| Participant deferral / active EE | $11,973 | $923+1197.7% | $1,021+1072.3% | $153+7705.1% |
| Admin fee / account holder | $132 | $3,305-96.0% | $3,063-95.7% | $12,572-99.0% |