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.
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 | $46,509 | $89,370-48.0% | $141,197-67.1% | $72,976-36.3% |
| Participation rate | 69.6% | 75.1%-5.5pp | 82.5%-12.8pp | 69.5%+0.2pp |
| Annual return | 23.77% | 111.88%-88.1pp | 71.41%-47.6pp | 81.02%-57.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,120 | $5,419-24.0% | $6,710-38.6% | $3,608+14.2% |
| Admin fee / account holder | $220 | $5,957-96.3% | $10,265-97.9% | $5,124-95.7% |