Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,964 | $47,977-85.5% | $154,111-95.5% | $56,287-87.6% |
| Participation rate | 23.5% | 66.2%-42.7pp | 83.0%-59.6pp | 69.9%-46.4pp |
| Annual return | 6.07% | 3.54%+2.5pp | 735.18%-729.1pp | -9.96%+16.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $661 | $2,392-72.4% | $5,081-87.0% | $3,350-80.3% |
| Admin fee / account holder | $13 | $438-97.0% | $13,411-99.9% | $521-97.5% |