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.
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 | $6,316 | $29,319-78.5% | $52,425-88.0% | $82,448-92.3% |
| Participation rate | 3.3% | 46.9%-43.5pp | 55.6%-52.3pp | 68.1%-64.7pp |
| Annual return | 11.51% | 535.20%-523.7pp | 302.12%-290.6pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $87 | $1,962-95.6% | $2,495-96.5% | $7,234-98.8% |