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.
Annual investment return 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 | $10,649 | $52,961-79.9% | $172,755-93.8% | $65,185-83.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 9.50% | 30.12%-20.6pp | 802.94%-793.4pp | 29.38%-19.9pp |
| Employer contribution / active EE | $467 | $2,190-78.7% | $5,144-90.9% | $2,177-78.5% |
| Participant deferral / active EE | $895 | $2,471-63.8% | $5,198-82.8% | $3,514-74.5% |
| Admin fee / account holder | $7 | $472-98.4% | $13,955-99.9% | $847-99.1% |