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.
Employer 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 | $44,730 | $155,795-71.3% | $136,298-67.2% | $69,631-35.8% |
| Participation rate | 59.0% | 75.2%-16.2pp | 81.9%-22.9pp | 70.7%-11.7pp |
| Annual return | 20.78% | 232464.33%-232443.6pp | 5156.27%-5135.5pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,876 | $5,394-9.6% | $6,247-22.0% | $3,224+51.2% |
| Admin fee / account holder | $26 | $128-79.4% | $9,244-99.7% | $110-76.0% |