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 | $4,113 | $114,013-96.4% | $103,693-96.0% | $155,188-97.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.75% | 49.31%-28.6pp | 47.61%-26.9pp | 148.84%-128.1pp |
| Employer contribution / active EE | $5,189 | $3,131+65.7% | $2,920+77.7% | $4,248+22.2% |
| Participant deferral / active EE | $8,626 | $4,970+73.6% | $4,579+88.4% | $6,531+32.1% |
| Admin fee / account holder | $86 | $8,407-99.0% | $7,858-98.9% | $14,480-99.4% |