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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,716 | $49,138-57.8% | $84,021-75.3% | $65,185-68.2% |
| Participation rate | 48.3% | 60.7%-12.4pp | 69.0%-20.7pp | 70.2%-21.9pp |
| Annual return | 24.18% | 23.00%+1.2pp | 71.32%-47.1pp | 29.38%-5.2pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $984 | $2,397-59.0% | $3,239-69.6% | $3,514-72.0% |
| Admin fee / account holder | $29 | $543-94.6% | $6,102-99.5% | $847-96.5% |