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 | $61,411 | $74,706-17.8% | $75,714-18.9% | $79,391-22.6% |
| Participation rate | 55.5% | 75.3%-19.9pp | 74.8%-19.4pp | 70.7%-15.2pp |
| Annual return | 20.00% | 18.52%+1.5pp | 104.62%-84.6pp | 116.88%-96.9pp |
| Employer contribution / active EE | $1,032 | $2,590-60.2% | $2,744-62.4% | $2,428-57.5% |
| Participant deferral / active EE | $1,875 | $3,533-46.9% | $3,820-50.9% | $4,046-53.7% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $627-100.0% |