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 | $34,443 | $47,977-28.2% | $154,108-77.7% | $56,289-38.8% |
| Participation rate | 50.0% | 66.2%-16.2pp | 83.0%-33.0pp | 69.9%-19.9pp |
| Annual return | -5.01% | 3.54%-8.5pp | 735.21%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,201 | $2,169-44.6% | $5,298-77.3% | $2,111-43.1% |
| Participant deferral / active EE | $2,656 | $2,392+11.0% | $5,081-47.7% | $3,350-20.7% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.7% |