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 | $87,379 | $49,239+77.5% | $70,462+24.0% | $79,858+9.4% |
| Participation rate | 69.4% | 69.2%+0.3pp | 75.1%-5.6pp | 69.6%-0.2pp |
| Annual return | 14.70% | 30.08%-15.4pp | 109.08%-94.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $644 | $2,100-69.3% | $2,737-76.5% | $2,471-73.9% |
| Participant deferral / active EE | $4,173 | $2,769+50.7% | $3,710+12.5% | $3,740+11.6% |
| Admin fee / account holder | $13 | $2,876-99.5% | $3,845-99.7% | $5,306-99.7% |