Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,486 | $55,423-84.7% | $155,602-94.5% | $74,400-88.6% |
| Participation rate | 93.3% | 61.9%+31.4pp | 78.2%+15.1pp | 67.2%+26.1pp |
| Annual return | 27.08% | 269.07%-242.0pp | 64.81%-37.7pp | 1367.51%-1340.4pp |
| Employer contribution / active EE | $1,845 | $2,266-18.5% | $4,675-60.5% | $2,624-29.7% |
| Participant deferral / active EE | $3,489 | $2,835+23.1% | $5,629-38.0% | $4,348-19.8% |
| Admin fee / account holder | $242 | $1,744-86.1% | $15,923-98.5% | $1,944-87.5% |