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.
Participant contribution per participant 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 | $774 | $156,398-99.5% | $147,318-99.5% | $138,895-99.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 43.51% | 78.75%-35.2pp | 70.43%-26.9pp | 145.39%-101.9pp |
| Employer contribution / active EE | $1,503 | $4,853-69.0% | $4,593-67.3% | $4,194-64.2% |
| Participant deferral / active EE | $1,536 | $8,237-81.4% | $7,906-80.6% | $6,396-76.0% |
| Admin fee / account holder | $12 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |