Sign up free to preview peer percentile detail
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 | $7,337 | $55,446-86.8% | $155,574-95.3% | $74,429-90.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 28.23% | 269.20%-241.0pp | 64.87%-36.6pp | 1368.38%-1340.1pp |
| Employer contribution / active EE | $1,757 | $2,266-22.4% | $4,676-62.4% | $2,625-33.0% |
| Participant deferral / active EE | $3,425 | $2,836+20.8% | $5,629-39.2% | $4,348-21.2% |
| Admin fee / account holder | $197 | $1,743-88.7% | $15,914-98.8% | $1,944-89.9% |