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 | $5,025 | $111,535-95.5% | $105,223-95.2% | $137,256-96.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.77% | 237.85%-217.1pp | 180.65%-159.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $930 | $3,939-76.4% | $3,689-74.8% | $4,156-77.6% |
| Participant deferral / active EE | $3,487 | $5,500-36.6% | $5,072-31.2% | $6,407-45.6% |
| Admin fee / account holder | $43 | $9,721-99.6% | $8,859-99.5% | $12,270-99.6% |