Filed May 19, 2025
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,673 | $60,795-5.1% | $69,483-17.0% | $65,186-11.5% |
| Participation rate | 47.5% | 74.9%-27.4pp | 74.6%-27.1pp | 70.2%-22.7pp |
| Annual return | 5.39% | 17.46%-12.1pp | 28.99%-23.6pp | 29.39%-24.0pp |
| Employer contribution / active EE | $1,154 | $2,452-52.9% | $2,780-58.5% | $2,177-47.0% |
| Participant deferral / active EE | $1,786 | $3,162-43.5% | $3,537-49.5% | $3,514-49.2% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |