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.
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 | $37,234 | $80,177-53.6% | $123,894-69.9% | $57,658-35.4% |
| Participation rate | 51.9% | 74.4%-22.5pp | 81.4%-29.5pp | 70.2%-18.3pp |
| Annual return | 22.23% | 17.90%+4.3pp | 47.52%-25.3pp | 5.13%+17.1pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,144 | $5,130-19.2% | $5,984-30.8% | $3,061+35.4% |
| Admin fee / account holder | $13 | $106-87.9% | $8,357-99.8% | $95-86.3% |