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.
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 | $1,149 | $65,092-98.2% | $143,799-99.2% | $66,938-98.3% |
| Participation rate | 90.5% | 65.2%+25.3pp | 80.3%+10.2pp | 69.8%+20.7pp |
| Annual return | -7.19% | -11.14%+3.9pp | -0.04%-7.1pp | 1.58%-8.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,177 | $2,920-59.7% | $5,638-79.1% | $4,238-72.2% |
| Admin fee / account holder | $79 | $502-84.2% | $14,677-99.5% | $594-86.6% |