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 | $18,538 | $58,828-68.5% | $78,002-76.2% | $62,881-70.5% |
| Participation rate | 41.5% | 71.1%-29.6pp | 75.5%-34.1pp | 69.3%-27.8pp |
| Annual return | 5.93% | 17.16%-11.2pp | 425.99%-420.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,091 | $2,686-59.4% | $3,497-68.8% | $3,203-65.9% |
| Admin fee / account holder | $75 | $4,393-98.3% | $5,481-98.6% | $4,296-98.3% |