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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,971 | $65,555-61.9% | $86,216-71.0% | $75,173-66.8% |
| Participation rate | 83.7% | 60.5%+23.2pp | 69.0%+14.7pp | 67.2%+16.5pp |
| Annual return | 12.40% | 46.07%-33.7pp | 1169.42%-1157.0pp | 160.72%-148.3pp |
| Employer contribution / active EE | $1,363 | $1,553-12.3% | $2,382-42.8% | $2,671-49.0% |
| Participant deferral / active EE | $2,183 | $3,023-27.8% | $3,986-45.2% | $4,126-47.1% |
| Admin fee / account holder | $163 | $5,469-97.0% | $6,853-97.6% | $5,651-97.1% |