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.
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 | $14,156 | $55,453-74.5% | $170,436-91.7% | $62,293-77.3% |
| Participation rate | 27.8% | 66.4%-38.6pp | 83.6%-55.8pp | 69.5%-41.7pp |
| Annual return | 12.97% | 21.38%-8.4pp | 205.94%-193.0pp | 28.90%-15.9pp |
| Employer contribution / active EE | $558 | $2,164-74.2% | $5,433-89.7% | $2,042-72.7% |
| Participant deferral / active EE | $641 | $2,303-72.2% | $4,939-87.0% | $3,169-79.8% |
| Admin fee / account holder | $88 | $455-80.8% | $13,880-99.4% | $479-81.7% |