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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $730 | $31,105-97.7% | $53,647-98.6% | $64,097-98.9% |
| Participation rate | 48.1% | 30.7%+17.4pp | 56.3%-8.2pp | 55.2%-7.1pp |
| Annual return | 13.19% | 22.54%-9.4pp | 358.33%-345.1pp | 34.64%-21.5pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $0 | $896-100.0% | $1,813-100.0% | $3,080-100.0% |
| Admin fee / account holder | $32 | $2,195-98.6% | $2,460-98.7% | $3,454-99.1% |