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 | $4,435 | $36,140-87.7% | $73,658-94.0% | $64,340-93.1% |
| Participation rate | 86.1% | 31.0%+55.1pp | 57.0%+29.1pp | 55.2%+30.9pp |
| Annual return | 18.60% | 21.48%-2.9pp | 29.72%-11.1pp | 24.14%-5.5pp |
| Employer contribution / active EE | $383 | $443-13.6% | $1,032-62.9% | $1,862-79.4% |
| Participant deferral / active EE | $743 | $1,023-27.4% | $2,062-64.0% | $2,980-75.1% |
| Admin fee / account holder | $18 | $2,513-99.3% | $3,357-99.5% | $3,703-99.5% |