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 | $101 | $69,118-99.9% | $53,647-99.8% | $138,895-99.9% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 9.83% | 248.26%-238.4pp | 358.33%-348.5pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $182 | $2,724-93.3% | $2,460-92.6% | $12,562-98.6% |