Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $69,835 | $202,326-65.5% | $172,745-59.6% | $152,870-54.3% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.4%-36.3pp |
| Annual return | 3.99% | 1029.72%-1025.7pp | 802.90%-798.9pp | 345.34%-341.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $278 | $17,110-98.4% | $13,954-98.0% | $11,597-97.6% |