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.
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 | $11,687 | $63,156-81.5% | $122,354-90.4% | $62,293-81.2% |
| Participation rate | 100.0% | 60.0%+40.0pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.60% | 20.61%-4.0pp | 30.28%-13.7pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,819 | $1,385+31.3% | $4,051-55.1% | $2,042-10.9% |
| Participant deferral / active EE | $1,592 | $2,321-31.4% | $3,287-51.6% | $3,169-49.8% |
| Admin fee / account holder | $145 | $440-67.1% | $5,479-97.4% | $479-69.8% |