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.
Employer 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 | $25,040 | $84,948-70.5% | $70,462-64.5% | $73,412-65.9% |
| Participation rate | 54.2% | 79.9%-25.8pp | 75.1%-20.9pp | 72.2%-18.0pp |
| Annual return | 25.41% | 13.39%+12.0pp | 109.08%-83.7pp | 59.30%-33.9pp |
| Employer contribution / active EE | $520 | $2,834-81.7% | $2,737-81.0% | $2,234-76.7% |
| Participant deferral / active EE | $2,067 | $3,387-39.0% | $3,710-44.3% | $3,806-45.7% |
| Admin fee / account holder | $211 | $98+115.6% | $3,845-94.5% | $158+33.9% |