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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,048 | $39,132-36.0% | $57,196-56.2% | $62,881-60.2% |
| Participation rate | 69.0% | 70.5%-1.5pp | 75.3%-6.4pp | 69.3%-0.3pp |
| Annual return | -0.47% | 9.24%-9.7pp | 14.59%-15.1pp | 20.14%-20.6pp |
| Employer contribution / active EE | $1,139 | $1,874-39.2% | $2,683-57.6% | $2,281-50.1% |
| Participant deferral / active EE | $1,240 | $2,374-47.8% | $3,096-60.0% | $3,203-61.3% |
| Admin fee / account holder | $24 | $2,594-99.1% | $3,141-99.2% | $4,296-99.4% |