Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $122,846 | $54,763+124.3% | $90,324+36.0% | $72,976+68.3% |
| Participation rate | 98.9% | 65.2%+33.7pp | 73.3%+25.6pp | 69.5%+29.4pp |
| Annual return | 15.69% | 30.63%-14.9pp | 78.15%-62.5pp | 81.02%-65.3pp |
| Employer contribution / active EE | $690 | $2,093-67.1% | $2,856-75.9% | $2,440-71.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $254 | $3,973-93.6% | $5,356-95.3% | $5,124-95.0% |