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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,796 | $155,795-93.7% | $136,297-92.8% | $69,631-85.9% |
| Participation rate | 34.8% | 75.2%-40.4pp | 81.9%-47.1pp | 70.7%-35.9pp |
| Annual return | 53.26% | 232464.33%-232411.1pp | 5156.19%-5102.9pp | 27571.02%-27517.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,278 | $5,394-57.8% | $6,247-63.5% | $3,224-29.3% |
| Admin fee / account holder | $5 | $128-96.0% | $9,244-99.9% | $110-95.3% |