Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
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 | $12,068 | $48,432-75.1% | $121,210-90.0% | $71,529-83.1% |
| Participation rate | 62.3% | 54.3%+7.9pp | 69.5%-7.3pp | 67.9%-5.7pp |
| Annual return | 17.43% | 23.28%-5.8pp | 987.41%-970.0pp | 28.97%-11.5pp |
| Employer contribution / active EE | $511 | $1,493-65.8% | $4,171-87.8% | $2,590-80.3% |
| Participant deferral / active EE | $919 | $2,756-66.7% | $4,084-77.5% | $4,291-78.6% |
| Admin fee / account holder | $289 | $1,845-84.3% | $5,647-94.9% | $1,588-81.8% |