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.
Annual investment return 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 | $7,942 | $32,425-75.5% | $74,577-89.4% | $55,167-85.6% |
| Participation rate | 48.1% | 54.0%-5.9pp | 68.1%-20.0pp | 69.0%-20.9pp |
| Annual return | 4.39% | 10.63%-6.2pp | 20.47%-16.1pp | 169.23%-164.8pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $600 | $1,995-69.9% | $3,458-82.6% | $3,054-80.3% |
| Admin fee / account holder | $80 | $748-89.4% | $4,138-98.1% | $504-84.2% |