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 | $79,181-83.3% | $102,423-87.1% | $74,429-82.2% |
| Participation rate | 92.8% | 74.8%+18.0pp | 76.5%+16.3pp | 67.2%+25.6pp |
| Annual return | 18.52% | 54.97%-36.5pp | 29.42%-10.9pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $1,854 | $2,362-21.5% | $3,023-38.7% | $2,625-29.3% |
| Participant deferral / active EE | $3,870 | $4,416-12.4% | $5,054-23.4% | $4,348-11.0% |
| Admin fee / account holder | $5 | $2,002-99.8% | $9,455-99.9% | $1,944-99.7% |