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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,265 | $45,043-81.7% | $85,063-90.3% | $74,400-88.9% |
| Participation rate | 59.7% | 49.4%+10.3pp | 67.5%-7.8pp | 67.2%-7.5pp |
| Annual return | -72.23% | 26.26%-98.5pp | 66.54%-138.8pp | 1367.51%-1439.7pp |
| Employer contribution / active EE | $910 | $1,458-37.6% | $2,727-66.6% | $2,624-65.3% |
| Participant deferral / active EE | $1,853 | $2,733-32.2% | $4,523-59.0% | $4,348-57.4% |
| Admin fee / account holder | $133 | $2,210-94.0% | $6,155-97.8% | $1,944-93.2% |