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.
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 | $4,097 | $172,111-97.6% | $150,298-97.3% | $137,256-97.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.84% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,696 | $4,636-63.4% | $4,154-59.2% | $4,156-59.2% |
| Participant deferral / active EE | $2,164 | $6,166-64.9% | $5,453-60.3% | $6,407-66.2% |
| Admin fee / account holder | $26 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |