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 | $21,386 | $77,638-72.5% | $156,551-86.3% | $62,881-66.0% |
| Participation rate | 51.2% | 71.2%-19.9pp | 84.0%-32.8pp | 69.3%-18.1pp |
| Annual return | 8.16% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $383 | $3,444-88.9% | $5,501-93.0% | $2,281-83.2% |
| Participant deferral / active EE | $907 | $3,046-70.2% | $4,871-81.4% | $3,203-71.7% |
| Admin fee / account holder | $129 | $5,561-97.7% | $13,028-99.0% | $4,296-97.0% |