Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,349 | $71,142-68.6% | $119,608-81.3% | $64,814-65.5% |
| Participation rate | 36.7% | 78.6%-41.9pp | 79.3%-42.6pp | 71.5%-34.8pp |
| Annual return | -16.38% | -10.01%-6.4pp | -14.98%-1.4pp | 32.84%-49.2pp |
| Employer contribution / active EE | $1,158 | $2,497-53.6% | $4,232-72.6% | $2,507-53.8% |
| Participant deferral / active EE | $2,156 | $4,490-52.0% | $5,601-61.5% | $4,310-50.0% |
| Admin fee / account holder | $232 | $162+43.4% | $10,326-97.7% | $188+23.8% |