Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $5,921 | $81,276-92.7% | $155,574-96.2% | $80,925-92.7% |
| Participation rate | 98.7% | 66.2%+32.4pp | 78.2%+20.5pp | 67.7%+31.0pp |
| Annual return | 8.41% | 33.36%-25.0pp | 64.87%-56.5pp | 35.65%-27.2pp |
| Employer contribution / active EE | $1,330 | $3,103-57.1% | $4,676-71.6% | $2,756-51.7% |
| Participant deferral / active EE | $943 | $3,453-72.7% | $5,629-83.2% | $4,299-78.1% |
| Admin fee / account holder | $166 | $7,993-97.9% | $15,914-99.0% | $6,940-97.6% |