Sign up free to preview peer percentile detail
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $628 | $148,629-99.6% | $135,982-99.5% | $139,487-99.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $7,864 | $5,247+49.9% | $4,859+61.8% | $4,755+65.4% |
| Participant deferral / active EE | $4,437 | $8,102-45.2% | $7,760-42.8% | $6,713-33.9% |
| Admin fee / account holder | $2 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |