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 | $174,931 | $88,324+98.1% | $115,038+52.1% | $55,191+217.0% |
| Participation rate | 62.8% | 72.5%-9.8pp | 81.4%-18.6pp | 69.2%-6.4pp |
| Annual return | -3.77% | 6.30%-10.1pp | 26.14%-29.9pp | 10.78%-14.5pp |
| Employer contribution / active EE | $1,676 | $2,805-40.3% | $4,608-63.6% | $1,899-11.7% |
| Participant deferral / active EE | $10,620 | $5,042+110.6% | $6,026+76.2% | $3,046+248.6% |
| Admin fee / account holder | $3 | $105-97.0% | $8,175-100.0% | $91-96.5% |