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 | $0 | $87,060-100.0% | $105,591-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.3%-75.3pp | 67.6%-67.6pp |
| Annual return | 12.83% | 17.05%-4.2pp | 116.43%-103.6pp | 35.63%-22.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,442-100.0% | $11,024-100.0% | $6,935-100.0% |