Filed July 12, 2023
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 | $21,191 | $28,109-24.6% | $71,086-70.2% | $56,287-62.4% |
| Participation rate | 34.5% | 40.4%-5.9pp | 54.7%-20.1pp | 69.9%-35.3pp |
| Annual return | -7.63% | -615.05%+607.4pp | 650.59%-658.2pp | -9.96%+2.3pp |
| Employer contribution / active EE | $433 | $558-22.3% | $1,088-60.2% | $2,111-79.5% |
| Participant deferral / active EE | $731 | $1,116-34.4% | $1,874-61.0% | $3,350-78.2% |
| Admin fee / account holder | $84 | $585-85.6% | $3,082-97.3% | $521-83.9% |