Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,791 | $73,102-90.7% | $123,553-94.5% | $56,289-87.9% |
| Participation rate | 31.0% | 74.3%-43.3pp | 82.3%-51.3pp | 69.9%-38.8pp |
| Annual return | 0.00% | 3.01%-3.0pp | 119.21%-119.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,157 | $2,977-61.1% | $4,628-75.0% | $2,111-45.2% |
| Participant deferral / active EE | $1,110 | $5,423-79.5% | $6,426-82.7% | $3,350-66.9% |
| Admin fee / account holder | $18 | $554-96.7% | $9,284-99.8% | $521-96.5% |