Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,538 | $165,381-95.4% | $149,730-95.0% | $158,966-95.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.04% | 348.29%-322.3pp | 276.70%-250.7pp | 302.95%-276.9pp |
| Employer contribution / active EE | $4,535 | $5,104-11.2% | $4,645-2.4% | $4,762-4.8% |
| Participant deferral / active EE | $8,828 | $7,182+22.9% | $6,843+29.0% | $5,983+47.5% |
| Admin fee / account holder | $172 | $10,809-98.4% | $9,310-98.2% | $11,250-98.5% |