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.
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 | $7,600 | $39,162-80.6% | $100,671-92.5% | $59,633-87.3% |
| Participation rate | 51.2% | 55.9%-4.6pp | 70.7%-19.5pp | 68.7%-17.5pp |
| Annual return | 2.49% | 21.07%-18.6pp | 20.43%-17.9pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $132 | $2,969-95.6% | $4,850-97.3% | $4,297-96.9% |