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 | $9,186 | $54,162-83.0% | $68,612-86.6% | $64,173-85.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 2.34% | -1.62%+4.0pp | -4.63%+7.0pp | 7.63%-5.3pp |
| Employer contribution / active EE | $575 | $1,846-68.9% | $2,625-78.1% | $2,381-75.9% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $53 | $4,029-98.7% | $5,131-99.0% | $4,887-98.9% |