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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $397 | $45,126-99.1% | $85,187-99.5% | $74,459-99.5% |
| Participation rate | 20.2% | 49.4%-29.2pp | 67.5%-47.3pp | 67.2%-47.0pp |
| Annual return | 13.58% | 26.30%-12.7pp | 66.67%-53.1pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,525-100.0% | $4,350-100.0% |
| Admin fee / account holder | $146 | $2,212-93.4% | $6,162-97.6% | $1,945-92.5% |