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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,681 | $47,479-96.5% | $62,929-97.3% | $82,448-98.0% |
| Participation rate | 79.6% | 66.9%+12.7pp | 73.1%+6.5pp | 68.1%+11.5pp |
| Annual return | 22.69% | 20.34%+2.3pp | 1063.93%-1041.2pp | 41.64%-19.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $921 | $2,870-67.9% | $3,888-76.3% | $4,139-77.7% |
| Admin fee / account holder | $217 | $3,804-94.3% | $5,065-95.7% | $7,234-97.0% |