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 | $5,489 | $50,666-89.2% | $76,667-92.8% | $65,186-91.6% |
| Participation rate | 81.0% | 68.8%+12.2pp | 72.1%+8.9pp | 70.2%+10.8pp |
| Annual return | 32.88% | 28.51%+4.4pp | 1166.74%-1133.9pp | 29.39%+3.5pp |
| Employer contribution / active EE | $3 | $1,575-99.8% | $2,303-99.9% | $2,177-99.9% |
| Participant deferral / active EE | $2,888 | $2,647+9.1% | $3,336-13.4% | $3,514-17.8% |
| Admin fee / account holder | $51 | $463-88.9% | $6,423-99.2% | $847-93.9% |