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 | $14,881 | $88,324-83.2% | $115,038-87.1% | $55,191-73.0% |
| Participation rate | 10.1% | 72.5%-62.4pp | 81.4%-71.2pp | 69.2%-59.0pp |
| Annual return | 3.47% | 6.30%-2.8pp | 26.14%-22.7pp | 10.78%-7.3pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $847 | $5,042-83.2% | $6,026-86.0% | $3,046-72.2% |
| Admin fee / account holder | $112 | $105+6.1% | $8,175-98.6% | $91+23.1% |