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.
Annual investment return 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 | $1,490 | $116,462-98.7% | $477,111-99.7% | $116,462-98.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 88.9%+11.1pp | 74.7%+25.3pp |
| Annual return | -15.18% | 15.65%-30.8pp | 101.90%-117.1pp | 15.65%-30.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $8,708-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $7,539-100.0% | $3,836-100.0% |
| Admin fee / account holder | $79 | $12,754-99.4% | $42,132-99.8% | $12,754-99.4% |