Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,379 | $50,637-71.6% | $86,582-83.4% | $62,293-76.9% |
| Participation rate | 80.7% | 67.9%+12.8pp | 73.5%+7.2pp | 69.5%+11.2pp |
| Annual return | 142.49% | 20.80%+121.7pp | 965.08%-822.6pp | 28.90%+113.6pp |
| Employer contribution / active EE | $646 | $2,075-68.9% | $2,839-77.3% | $2,042-68.4% |
| Participant deferral / active EE | $2,936 | $2,611+12.4% | $3,609-18.6% | $3,169-7.4% |
| Admin fee / account holder | $1 | $413-99.7% | $4,904-100.0% | $479-99.7% |