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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,877 | $65,092-54.1% | $143,799-79.2% | $66,938-55.4% |
| Participation rate | 15.9% | 65.2%-49.3pp | 80.3%-64.4pp | 69.8%-53.9pp |
| Annual return | -13.34% | -11.14%-2.2pp | -0.04%-13.3pp | 1.58%-14.9pp |
| Employer contribution / active EE | $522 | $2,362-77.9% | $4,952-89.5% | $2,545-79.5% |
| Participant deferral / active EE | $1,102 | $2,920-62.2% | $5,638-80.4% | $4,238-74.0% |
| Admin fee / account holder | $188 | $502-62.6% | $14,677-98.7% | $594-68.3% |