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.
Annual investment return 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 | $19,616 | $50,106-60.8% | $69,779-71.9% | $57,658-66.0% |
| Participation rate | 69.0% | 70.9%-1.9pp | 71.8%-2.8pp | 70.2%-1.2pp |
| Annual return | 3.76% | 14.58%-10.8pp | 12.99%-9.2pp | 5.13%-1.4pp |
| Employer contribution / active EE | $644 | $1,739-63.0% | $2,338-72.4% | $1,974-67.4% |
| Participant deferral / active EE | $1,301 | $2,486-47.7% | $2,931-55.6% | $3,061-57.5% |
| Admin fee / account holder | $89 | $890% | $4,381-98.0% | $95-5.7% |