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.
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 | $8,287 | $31,109-73.4% | $67,704-87.8% | $52,331-84.2% |
| Participation rate | 50.5% | 54.0%-3.4pp | 67.5%-17.0pp | 68.1%-17.6pp |
| Annual return | 4.47% | 23.70%-19.2pp | 25.41%-20.9pp | 4.54%-0.1pp |
| Employer contribution / active EE | $590 | $1,076-45.2% | $2,559-77.0% | $1,882-68.7% |
| Participant deferral / active EE | $549 | $1,970-72.1% | $3,585-84.7% | $3,022-81.8% |
| Admin fee / account holder | $0 | $466-100.0% | $4,255-100.0% | $592-100.0% |