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 | $32,447 | $37,117-12.6% | $147,617-78.0% | $55,191-41.2% |
| Participation rate | 56.1% | 63.6%-7.5pp | 84.6%-28.5pp | 69.2%-13.0pp |
| Annual return | 1.35% | 3.44%-2.1pp | 61.98%-60.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $680 | $1,620-58.1% | $5,564-87.8% | $1,899-64.2% |
| Participant deferral / active EE | $1,574 | $1,985-20.7% | $4,895-67.8% | $3,046-48.3% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |