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 | $30,167 | $70,002-56.9% | $115,038-73.8% | $52,331-42.4% |
| Participation rate | 57.9% | 72.1%-14.2pp | 81.4%-23.4pp | 68.1%-10.2pp |
| Annual return | -1.16% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,883 | $2,715-30.6% | $4,608-59.1% | $1,882+0.1% |
| Participant deferral / active EE | $3,538 | $4,920-28.1% | $6,026-41.3% | $3,022+17.1% |
| Admin fee / account holder | $37 | $566-93.5% | $8,175-99.5% | $592-93.8% |