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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,522 | $49,897-92.9% | $80,648-95.6% | $75,177-95.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 23.58% | 34.68%-11.1pp | 937.21%-913.6pp | 160.75%-137.2pp |
| Employer contribution / active EE | $1,525 | $1,699-10.2% | $2,724-44.0% | $2,671-42.9% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $103 | $3,579-97.1% | $5,382-98.1% | $5,651-98.2% |