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 | $24,531 | $101,499-75.8% | $147,005-83.3% | $74,546-67.1% |
| Participation rate | 91.4% | 75.5%+15.9pp | 82.2%+9.2pp | 67.2%+24.2pp |
| Annual return | 50.99% | 8732.34%-8681.4pp | 418.76%-367.8pp | 1366.03%-1315.0pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $7,769 | $7,304+6.4% | $8,070-3.7% | $4,347+78.7% |
| Admin fee / account holder | $152 | $1,748-91.3% | $13,006-98.8% | $1,944-92.2% |