Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,816 | $63,924-92.5% | $108,582-95.6% | $55,167-91.3% |
| Participation rate | 90.9% | 74.3%+16.6pp | 79.6%+11.3pp | 69.0%+21.9pp |
| Annual return | 25.49% | 15.31%+10.2pp | -51.70%+77.2pp | 169.23%-143.7pp |
| Employer contribution / active EE | $575 | $1,879-69.4% | $3,758-84.7% | $1,963-70.7% |
| Participant deferral / active EE | $2,362 | $3,067-23.0% | $4,311-45.2% | $3,054-22.7% |
| Admin fee / account holder | $15 | $618-97.5% | $7,645-99.8% | $504-97.0% |