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 | $17,289 | $37,196-53.5% | $154,108-88.8% | $55,725-69.0% |
| Participation rate | 48.0% | 64.1%-16.1pp | 83.0%-35.0pp | 70.9%-22.8pp |
| Annual return | -7.95% | 1319.68%-1327.6pp | 735.21%-743.2pp | 244.93%-252.9pp |
| Employer contribution / active EE | $646 | $1,614-60.0% | $5,298-87.8% | $2,078-68.9% |
| Participant deferral / active EE | $933 | $2,068-54.9% | $5,081-81.6% | $3,356-72.2% |
| Admin fee / account holder | $91 | $102-10.4% | $13,411-99.3% | $115-21.0% |