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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,988 | $74,089-63.6% | $133,975-79.9% | $55,167-51.1% |
| Participation rate | 7.8% | 84.3%-76.5pp | 87.1%-79.2pp | 69.0%-61.2pp |
| Annual return | 4.82% | 12.11%-7.3pp | 29.29%-24.5pp | 169.23%-164.4pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $292 | $4,678-93.8% | $6,282-95.4% | $3,054-90.5% |
| Admin fee / account holder | $11 | $458-97.5% | $9,324-99.9% | $504-97.8% |