Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,947 | $58,275-96.7% | $81,844-97.6% | $80,935-97.6% |
| Participation rate | 94.0% | 63.5%+30.5pp | 72.4%+21.6pp | 67.7%+26.3pp |
| Annual return | 17.46% | 41.82%-24.4pp | 778.87%-761.4pp | 35.66%-18.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,321 | $3,285-59.8% | $4,323-69.5% | $4,299-69.3% |
| Admin fee / account holder | $57 | $4,749-98.8% | $7,355-99.2% | $6,924-99.2% |