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.
Participant 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 | $60,467 | $75,183-19.6% | $123,894-51.2% | $55,167+9.6% |
| Participation rate | 69.8% | 72.8%-3.1pp | 81.4%-11.6pp | 69.0%+0.8pp |
| Annual return | 8.99% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,217 | $2,823-56.9% | $4,617-73.6% | $1,963-38.0% |
| Participant deferral / active EE | $1,911 | $5,084-62.4% | $5,984-68.1% | $3,054-37.4% |
| Admin fee / account holder | $13 | $663-98.0% | $8,357-99.8% | $504-97.4% |