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.
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 | $4,905 | $43,550-88.7% | $63,244-92.2% | $52,331-90.6% |
| Participation rate | 16.8% | 65.7%-48.9pp | 71.0%-54.2pp | 68.1%-51.3pp |
| Annual return | 0.00% | 2.03%-2.0pp | -70.31%+70.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $997 | $2,254-55.7% | $2,953-66.2% | $3,022-67.0% |
| Admin fee / account holder | $0 | $387-100.0% | $5,893-100.0% | $592-100.0% |