Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,450 | $76,642-36.8% | $146,866-67.0% | $65,306-25.8% |
| Participation rate | 90.4% | 61.2%+29.2pp | 82.5%+7.9pp | 57.7%+32.7pp |
| Annual return | 203.61% | 33.40%+170.2pp | 102.85%+100.8pp | 21.94%+181.7pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $9,754 | $4,864+100.5% | $7,759+25.7% | $2,959+229.6% |
| Admin fee / account holder | $44 | $3,960-98.9% | $13,620-99.7% | $3,480-98.7% |