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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,304 | $38,595-70.7% | $80,004-85.9% | $52,331-78.4% |
| Participation rate | 29.6% | 64.5%-34.9pp | 73.0%-43.4pp | 68.1%-38.5pp |
| Annual return | -45.64% | 2.04%-47.7pp | 7.63%-53.3pp | 4.54%-50.2pp |
| Employer contribution / active EE | $0 | $1,133-100.0% | $2,473-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,318-100.0% | $3,204-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $304-100.0% | $5,033-100.0% | $592-100.0% |