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 | $64,876 | $60,795+6.7% | $69,464-6.6% | $65,185-0.5% |
| Participation rate | 67.7% | 74.9%-7.1pp | 74.6%-6.9pp | 70.2%-2.5pp |
| Annual return | 24.63% | 17.46%+7.2pp | 28.98%-4.4pp | 29.38%-4.8pp |
| Employer contribution / active EE | $907 | $2,452-63.0% | $2,779-67.4% | $2,177-58.3% |
| Participant deferral / active EE | $3,493 | $3,162+10.5% | $3,536-1.2% | $3,514-0.6% |
| Admin fee / account holder | $3 | $314-99.2% | $3,840-99.9% | $847-99.7% |