Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,527 | $48,364-76.2% | $71,796-83.9% | $62,881-81.7% |
| Participation rate | 96.0% | 60.6%+35.4pp | 69.1%+26.9pp | 69.3%+26.7pp |
| Annual return | 9.08% | 13.16%-4.1pp | 78.04%-69.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $257 | $3,771-93.2% | $4,815-94.7% | $4,296-94.0% |