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 | $797 | $83,485-99.0% | $125,192-99.4% | $72,975-98.9% |
| Participation rate | 55.7% | 73.3%-17.6pp | 79.8%-24.0pp | 69.5%-13.8pp |
| Annual return | 26.62% | 25.77%+0.9pp | 43.79%-17.2pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $26 | $5,518-99.5% | $9,704-99.7% | $5,124-99.5% |