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.
Participant contribution per participant 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 | $10,255 | $59,813-82.9% | $79,580-87.1% | $68,486-85.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -11.07% | -12.30%+1.2pp | 0.15%-11.2pp | -7.85%-3.2pp |
| Employer contribution / active EE | $4,476 | $1,505+197.4% | $2,413+85.5% | $2,597+72.4% |
| Participant deferral / active EE | $1,030 | $3,024-65.9% | $3,985-74.2% | $4,028-74.4% |
| Admin fee / account holder | $268 | $4,835-94.4% | $6,835-96.1% | $5,404-95.0% |