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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,054 | $52,122-63.4% | $104,301-81.7% | $64,819-70.6% |
| Participation rate | 37.6% | 56.0%-18.4pp | 73.3%-35.7pp | 71.5%-33.9pp |
| Annual return | -17.66% | 13.26%-30.9pp | 24.61%-42.3pp | 32.84%-50.5pp |
| Employer contribution / active EE | $457 | $1,627-71.9% | $3,373-86.5% | $2,507-81.8% |
| Participant deferral / active EE | $990 | $2,823-64.9% | $4,626-78.6% | $4,311-77.0% |
| Admin fee / account holder | $45 | $155-70.6% | $7,340-99.4% | $188-75.8% |