Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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.
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 | $709 | $155,555-99.5% | $146,866-99.5% | $155,188-99.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.46% | 115.41%-103.0pp | 102.85%-90.4pp | 148.84%-136.4pp |
| Employer contribution / active EE | $1,637 | $4,647-64.8% | $4,425-63.0% | $4,248-61.5% |
| Participant deferral / active EE | $2,013 | $8,044-75.0% | $7,759-74.1% | $6,531-69.2% |
| Admin fee / account holder | $111 | $14,755-99.2% | $13,620-99.2% | $14,480-99.2% |