Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,928 | $29,319-76.4% | $52,425-86.8% | $82,448-91.6% |
| Participation rate | 69.1% | 46.9%+22.2pp | 55.6%+13.5pp | 68.1%+1.0pp |
| Annual return | 12.53% | 535.20%-522.7pp | 302.12%-289.6pp | 41.64%-29.1pp |
| 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 | $199 | $1,962-89.9% | $2,495-92.0% | $7,234-97.3% |