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 | $29,319-96.1% | $52,425-97.8% | $82,448-98.6% |
| Participation rate | 76.6% | 46.9%+29.7pp | 55.6%+20.9pp | 68.1%+8.5pp |
| Annual return | 21.41% | 535.20%-513.8pp | 302.12%-280.7pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,335 | $1,171+14.0% | $1,790-25.4% | $4,139-67.7% |
| Admin fee / account holder | $47 | $1,962-97.6% | $2,495-98.1% | $7,234-99.4% |