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.
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 | $6,722 | $77,814-91.4% | $158,223-95.8% | $86,983-92.3% |
| Participation rate | 89.2% | 68.4%+20.8pp | 79.2%+10.0pp | 69.5%+19.7pp |
| Annual return | 18.88% | 30.54%-11.7pp | 52.09%-33.2pp | 25.83%-7.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,155 | $3,270-34.1% | $5,467-60.6% | $4,194-48.6% |
| Admin fee / account holder | $136 | $5,879-97.7% | $16,047-99.2% | $7,856-98.3% |