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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,287-100.0% | $80,977-100.0% | $62,881-100.0% |
| Participation rate | 98.1% | 68.9%+29.2pp | 75.8%+22.3pp | 69.3%+28.8pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,542 | $1,943-20.6% | $3,715-58.5% | $2,281-32.4% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $107 | $3,742-97.1% | $5,517-98.1% | $4,296-97.5% |