Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,093 | $275,752-95.6% | $256,809-95.3% | $198,609-93.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 21.55% | 34.81%-13.3pp | 32.73%-11.2pp | 202.70%-181.1pp |
| Employer contribution / active EE | $2,465 | $7,721-68.1% | $7,263-66.1% | $5,055-51.2% |
| Participant deferral / active EE | $24,360 | $10,037+142.7% | $9,520+155.9% | $6,977+249.2% |
| Admin fee / account holder | $189 | $25,716-99.3% | $25,146-99.3% | $19,030-99.0% |