Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,071 | $81,233-97.5% | $155,567-98.7% | $80,874-97.4% |
| Participation rate | 95.7% | 66.2%+29.5pp | 78.2%+17.5pp | 67.6%+28.1pp |
| Annual return | 12.12% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,052 | $3,452-69.5% | $5,628-81.3% | $4,297-75.5% |
| Admin fee / account holder | $73 | $7,998-99.1% | $15,916-99.5% | $6,935-99.0% |