Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Annual investment return 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 | $2,265 | $50,199-95.5% | $69,884-96.8% | $66,938-96.6% |
| Participation rate | 63.0% | 66.3%-3.4pp | 70.5%-7.5pp | 69.8%-6.9pp |
| Annual return | -21.61% | -13.85%-7.8pp | 190.81%-212.4pp | 1.58%-23.2pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,466 | $3,112-52.9% | $3,848-61.9% | $4,238-65.4% |
| Admin fee / account holder | $115 | $600-80.8% | $6,266-98.2% | $594-80.6% |