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.
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 | $42,968 | $73,978-41.9% | $96,515-55.5% | $75,173-42.8% |
| Participation rate | 88.3% | 66.4%+21.9pp | 74.3%+14.0pp | 67.2%+21.1pp |
| Annual return | 18.29% | 26.72%-8.4pp | 35.73%-17.4pp | 160.72%-142.4pp |
| Employer contribution / active EE | $634 | $2,931-78.4% | $3,740-83.0% | $2,671-76.3% |
| Participant deferral / active EE | $3,701 | $3,660+1.1% | $4,880-24.2% | $4,126-10.3% |
| Admin fee / account holder | $131 | $5,219-97.5% | $6,735-98.1% | $5,651-97.7% |