Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,616 | $73,988-88.4% | $96,538-91.1% | $75,177-88.5% |
| Participation rate | 97.1% | 66.4%+30.7pp | 74.3%+22.8pp | 67.2%+29.9pp |
| Annual return | 31.79% | 26.73%+5.1pp | 35.74%-3.9pp | 160.75%-129.0pp |
| Employer contribution / active EE | $2,682 | $2,930-8.5% | $3,740-28.3% | $2,671+0.4% |
| Participant deferral / active EE | $3,264 | $3,660-10.8% | $4,880-33.1% | $4,126-20.9% |
| Admin fee / account holder | $155 | $5,220-97.0% | $6,737-97.7% | $5,651-97.3% |