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.
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 | $5,231 | $88,778-94.1% | $81,844-93.6% | $145,884-96.4% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 16.74% | 1033.03%-1016.3pp | 778.87%-762.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,804 | $3,087-41.6% | $2,916-38.1% | $4,662-61.3% |
| Participant deferral / active EE | $2,029 | $4,648-56.3% | $4,323-53.1% | $6,690-69.7% |
| Admin fee / account holder | $37 | $8,430-99.6% | $7,355-99.5% | $13,392-99.7% |