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.
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 | $194,426 | $58,655+231.5% | $91,994+111.3% | $65,185+198.3% |
| Participation rate | 65.7% | 75.3%-9.5pp | 78.6%-12.9pp | 70.2%-4.5pp |
| Annual return | 26.71% | 33.92%-7.2pp | 69.04%-42.3pp | 29.38%-2.7pp |
| Employer contribution / active EE | $7,045 | $2,080+238.6% | $3,453+104.0% | $2,177+223.7% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,924-100.0% | $3,514-100.0% |
| Admin fee / account holder | $8 | $434-98.1% | $7,744-99.9% | $847-99.0% |