Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Employer 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.
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 | $5,421 | $46,173-88.3% | $170,435-96.8% | $69,631-92.2% |
| Participation rate | 28.7% | 63.9%-35.2pp | 83.6%-54.9pp | 70.7%-42.0pp |
| Annual return | 29.21% | 21.62%+7.6pp | 205.94%-176.7pp | 27571.02%-27541.8pp |
| Employer contribution / active EE | $89 | $1,610-94.4% | $5,432-98.4% | $2,032-95.6% |
| Participant deferral / active EE | $637 | $2,080-69.4% | $4,939-87.1% | $3,224-80.2% |
| Admin fee / account holder | $13 | $116-89.0% | $13,881-99.9% | $110-88.4% |