Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,596 | $55,002-0.7% | $59,887-8.8% | $56,287-3.0% |
| Participation rate | 67.8% | 75.9%-8.1pp | 74.7%-6.9pp | 69.9%-2.1pp |
| Annual return | -2.22% | 1.13%-3.4pp | 3.46%-5.7pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,803 | $2,448-26.4% | $2,722-33.8% | $2,111-14.6% |
| Participant deferral / active EE | $2,217 | $3,121-29.0% | $3,402-34.8% | $3,350-33.8% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |