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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,696 | $74,024-63.9% | $78,002-65.8% | $57,658-53.7% |
| Participation rate | 69.1% | 79.7%-10.7pp | 75.5%-6.5pp | 70.2%-1.2pp |
| Annual return | 54.11% | 12.14%+42.0pp | 425.99%-371.9pp | 5.13%+49.0pp |
| Employer contribution / active EE | $1,440 | $2,365-39.1% | $2,470-41.7% | $1,974-27.1% |
| Participant deferral / active EE | $2,967 | $3,533-16.0% | $3,497-15.2% | $3,061-3.1% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |