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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,318 | $39,948-61.7% | $89,414-82.9% | $73,412-79.1% |
| Participation rate | 15.7% | 50.4%-34.7pp | 68.0%-52.3pp | 72.2%-56.5pp |
| Annual return | 19.36% | 50.12%-30.8pp | 245.50%-226.1pp | 59.30%-39.9pp |
| Employer contribution / active EE | $197 | $1,200-83.6% | $2,586-92.4% | $2,234-91.2% |
| Participant deferral / active EE | $838 | $2,193-61.8% | $3,890-78.5% | $3,806-78.0% |
| Admin fee / account holder | $11 | $134-91.7% | $4,883-99.8% | $158-92.9% |