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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,147 | $48,327-60.4% | $67,575-71.7% | $80,935-76.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.24% | 18.31%-1.1pp | 3528.98%-3511.7pp | 35.66%-18.4pp |
| Employer contribution / active EE | $958 | $2,022-52.6% | $2,736-65.0% | $2,757-65.3% |
| Participant deferral / active EE | $338 | $2,927-88.4% | $4,003-91.5% | $4,299-92.1% |
| Admin fee / account holder | $35 | $3,692-99.0% | $3,993-99.1% | $6,924-99.5% |