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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,250 | $79,223-83.3% | $102,460-87.1% | $74,478-82.2% |
| Participation rate | 92.8% | 74.8%+18.0pp | 76.5%+16.3pp | 67.2%+25.6pp |
| Annual return | 18.52% | 54.98%-36.5pp | 29.47%-11.0pp | 1370.56%-1352.0pp |
| Employer contribution / active EE | $1,854 | $2,363-21.5% | $3,025-38.7% | $2,626-29.4% |
| Participant deferral / active EE | $3,870 | $4,417-12.4% | $5,056-23.5% | $4,350-11.1% |
| Admin fee / account holder | $5 | $2,003-99.8% | $9,460-99.9% | $1,946-99.8% |