Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,451 | $84,493-93.5% | $125,381-95.7% | $66,938-91.9% |
| Participation rate | 89.1% | 76.4%+12.7pp | 82.4%+6.7pp | 69.8%+19.3pp |
| Annual return | -14.29% | -8.49%-5.8pp | 572.31%-586.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,031 | $6,783-40.6% | $7,448-45.9% | $4,238-4.9% |
| Admin fee / account holder | $268 | $685-60.9% | $10,007-97.3% | $594-54.9% |