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.
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 | $28,113 | $48,364-41.9% | $71,796-60.8% | $62,881-55.3% |
| Participation rate | 69.0% | 60.6%+8.4pp | 69.1%-0.1pp | 69.3%-0.3pp |
| Annual return | 0.65% | 13.16%-12.5pp | 78.04%-77.4pp | 20.14%-19.5pp |
| Employer contribution / active EE | $782 | $1,042-24.9% | $1,924-59.4% | $2,281-65.7% |
| Participant deferral / active EE | $1,711 | $2,091-18.2% | $2,794-38.8% | $3,203-46.6% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |