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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,451 | $71,192-74.1% | $117,861-84.3% | $62,293-70.4% |
| Participation rate | 84.4% | 74.2%+10.2pp | 79.7%+4.8pp | 69.5%+14.9pp |
| Annual return | 42.38% | 18.66%+23.7pp | 335.11%-292.7pp | 28.90%+13.5pp |
| Employer contribution / active EE | $2,161 | $1,934+11.7% | $3,786-42.9% | $2,042+5.8% |
| Participant deferral / active EE | $3,737 | $3,189+17.2% | $4,482-16.6% | $3,169+17.9% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |