Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,425 | $99,053-94.5% | $88,179-93.8% | $138,895-96.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.1%+14.2pp | 79.9%+3.4pp |
| Annual return | 20.38% | 78.17%-57.8pp | 64.97%-44.6pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $266 | $8,748-97.0% | $7,673-96.5% | $12,562-97.9% |