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.
Annual investment return 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 | $379 | $54,674-99.3% | $76,089-99.5% | $74,429-99.5% |
| Participation rate | 15.3% | 60.3%-45.0pp | 69.1%-53.8pp | 67.2%-51.9pp |
| Annual return | 7.85% | 31.89%-24.0pp | 360.94%-353.1pp | 1368.38%-1360.5pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,690-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $3,071-100.0% | $4,259-100.0% | $4,348-100.0% |
| Admin fee / account holder | $65 | $2,238-97.1% | $6,418-99.0% | $1,944-96.7% |