Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,630 | $48,364-80.1% | $71,796-86.6% | $62,881-84.7% |
| Participation rate | 34.3% | 60.6%-26.3pp | 69.1%-34.8pp | 69.3%-35.0pp |
| Annual return | -111.71% | 13.16%-124.9pp | 78.04%-189.8pp | 20.14%-131.9pp |
| Employer contribution / active EE | $1,535 | $1,042+47.3% | $1,924-20.2% | $2,281-32.7% |
| Participant deferral / active EE | $4,306 | $2,091+105.9% | $2,794+54.1% | $3,203+34.4% |
| Admin fee / account holder | $35 | $3,771-99.1% | $4,815-99.3% | $4,296-99.2% |