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 | $25,713 | $73,421-65.0% | $66,439-61.3% | $155,188-83.4% |
| Participation rate | 63.6% | 79.7%-16.1pp | 74.5%-10.9pp | 80.8%-17.2pp |
| Annual return | 10.51% | 1382.37%-1371.9pp | 757.66%-747.2pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $296 | $8,856-96.7% | $6,173-95.2% | $14,480-98.0% |