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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,603 | $106,247-78.7% | $147,096-84.6% | $77,714-70.9% |
| Participation rate | 84.8% | 78.4%+6.4pp | 82.2%+2.6pp | 70.6%+14.2pp |
| Annual return | 59.51% | 56.87%+2.6pp | 419.75%-360.2pp | 31.26%+28.3pp |
| Employer contribution / active EE | $2,064 | $4,069-49.3% | $4,936-58.2% | $2,727-24.3% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |