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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,366 | $55,449-61.5% | $83,831-74.5% | $56,289-62.0% |
| Participation rate | 54.8% | 68.0%-13.2pp | 76.1%-21.3pp | 69.9%-15.0pp |
| Annual return | -6.56% | -1.38%-5.2pp | 850.99%-857.5pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,879 | $2,430-22.7% | $3,631-48.2% | $2,111-11.0% |
| Participant deferral / active EE | $2,763 | $2,935-5.9% | $4,082-32.3% | $3,350-17.5% |
| Admin fee / account holder | $121 | $656-81.6% | $5,479-97.8% | $521-76.8% |