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 | $29,468 | $50,947-42.2% | $74,549-60.5% | $64,173-54.1% |
| Participation rate | 57.3% | 61.1%-3.8pp | 69.1%-11.8pp | 69.6%-12.3pp |
| Annual return | -7.61% | -1.85%-5.8pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $867 | $1,115-22.3% | $1,961-55.8% | $2,381-63.6% |
| Participant deferral / active EE | $1,860 | $2,302-19.2% | $3,108-40.2% | $3,470-46.4% |
| Admin fee / account holder | $153 | $4,221-96.4% | $5,059-97.0% | $4,887-96.9% |