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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,056 | $62,928-74.5% | $172,752-90.7% | $67,579-76.2% |
| Participation rate | 44.1% | 64.5%-20.4pp | 82.6%-38.6pp | 71.3%-27.2pp |
| Annual return | 4.26% | 30.36%-26.1pp | 802.97%-798.7pp | 378.56%-374.3pp |
| Employer contribution / active EE | $324 | $1,636-80.2% | $5,144-93.7% | $2,148-84.9% |
| Participant deferral / active EE | $1,054 | $2,145-50.9% | $5,198-79.7% | $3,539-70.2% |
| Admin fee / account holder | $0 | $167-100.0% | $13,955-100.0% | $142-100.0% |