Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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.
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 | $4,750 | $59,107-92.0% | $86,439-94.5% | $68,495-93.1% |
| Participation rate | 92.5% | 75.2%+17.3pp | 80.3%+12.2pp | 67.9%+24.6pp |
| Annual return | 55.33% | -0.23%+55.6pp | 4395.55%-4340.2pp | -7.84%+63.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,054 | $5,901-48.3% | $6,952-56.1% | $4,028-24.2% |
| Admin fee / account holder | $216 | $5,637-96.2% | $6,732-96.8% | $5,403-96.0% |