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 | $1,141 | $42,423-97.3% | $152,093-99.2% | $100,573-98.9% |
| Participation rate | 44.6% | 55.9%-11.3pp | 77.8%-33.2pp | 70.9%-26.3pp |
| Annual return | 80.27% | 41.32%+38.9pp | 66.36%+13.9pp | 18.89%+61.4pp |
| Employer contribution / active EE | $226 | $1,482-84.8% | $4,175-94.6% | $3,763-94.0% |
| Participant deferral / active EE | $255 | $2,158-88.2% | $5,451-95.3% | $4,921-94.8% |
| Admin fee / account holder | $169 | $429-60.5% | $14,497-98.8% | $454-62.7% |