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.
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 | $13,566 | $103,038-86.8% | $90,324-85.0% | $152,909-91.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 19.21% | 95.25%-76.0pp | 78.15%-58.9pp | 345.46%-326.3pp |
| Employer contribution / active EE | $905 | $3,141-71.2% | $2,856-68.3% | $4,764-81.0% |
| Participant deferral / active EE | $1,448 | $4,282-66.2% | $3,885-62.7% | $5,851-75.3% |
| Admin fee / account holder | $165 | $6,177-97.3% | $5,356-96.9% | $11,601-98.6% |