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 | $18,520 | $47,977-61.4% | $154,108-88.0% | $56,289-67.1% |
| Participation rate | 61.0% | 66.2%-5.2pp | 83.0%-22.1pp | 69.9%-8.9pp |
| Annual return | -3.14% | 3.54%-6.7pp | 735.21%-738.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $454 | $2,169-79.0% | $5,298-91.4% | $2,111-78.5% |
| Participant deferral / active EE | $1,488 | $2,392-37.8% | $5,081-70.7% | $3,350-55.6% |
| Admin fee / account holder | $10 | $438-97.7% | $13,411-99.9% | $521-98.1% |