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.
Employer contribution per participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,619 | $94,315-65.4% | $239,403-86.4% | $116,462-72.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 82.2%+17.8pp | 74.7%+25.3pp |
| Annual return | 14.90% | 19.05%-4.2pp | 3.34%+11.6pp | 15.65%-0.8pp |
| Employer contribution / active EE | $0 | $1,745-100.0% | $4,656-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $4,239-100.0% | $3,836-100.0% |
| Admin fee / account holder | $3 | $9,071-100.0% | $21,121-100.0% | $12,754-100.0% |