Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,502 | $55,453-81.1% | $170,435-93.8% | $62,293-83.1% |
| Participation rate | 29.7% | 66.4%-36.7pp | 83.6%-53.9pp | 69.5%-39.9pp |
| Annual return | 19.06% | 21.38%-2.3pp | 205.94%-186.9pp | 28.90%-9.8pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $493 | $2,303-78.6% | $4,939-90.0% | $3,169-84.5% |
| Admin fee / account holder | $6 | $455-98.8% | $13,881-100.0% | $479-98.8% |