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.
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 | $8,568 | $166,131-94.8% | $164,975-94.8% | $145,877-94.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.90% | 100.37%-76.5pp | 70.12%-46.2pp | 551.28%-527.4pp |
| Employer contribution / active EE | $10,519 | $5,276+99.4% | $4,343+142.2% | $4,663+125.6% |
| Participant deferral / active EE | $14,376 | $6,962+106.5% | $6,033+138.3% | $6,691+114.9% |
| Admin fee / account holder | $69 | $16,648-99.6% | $12,688-99.5% | $13,402-99.5% |