Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $1,150 | $36,948-96.9% | $73,658-98.4% | $87,485-98.7% |
| Participation rate | 76.6% | 46.8%+29.7pp | 57.0%+19.5pp | 68.9%+7.6pp |
| Annual return | 21.41% | 28.64%-7.2pp | 29.72%-8.3pp | 26.06%-4.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,335 | $1,379-3.2% | $2,062-35.2% | $4,274-68.8% |
| Admin fee / account holder | $47 | $2,531-98.1% | $3,357-98.6% | $7,775-99.4% |