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 | $7,360 | $51,620-85.7% | $90,324-91.9% | $65,186-88.7% |
| Participation rate | 9.9% | 68.6%-58.7pp | 73.3%-63.4pp | 70.2%-60.3pp |
| Annual return | 21.99% | 24.94%-2.9pp | 78.15%-56.2pp | 29.39%-7.4pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,856-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $469 | $2,871-83.7% | $3,885-87.9% | $3,514-86.7% |
| Admin fee / account holder | $54 | $384-86.0% | $5,356-99.0% | $847-93.6% |