Filed July 22, 2026
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,264 | $48,570-87.1% | $130,660-95.2% | $72,983-91.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 16.63% | 38.63%-22.0pp | 1709.29%-1692.7pp | 81.01%-64.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $541 | $2,384-77.3% | $3,603-85.0% | $3,608-85.0% |
| Admin fee / account holder | $93 | $3,549-97.4% | $5,463-98.3% | $5,124-98.2% |