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.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,636 | $49,255-84.5% | $70,494-89.2% | $79,856-90.4% |
| Participation rate | 63.7% | 69.2%-5.4pp | 75.1%-11.3pp | 69.6%-5.9pp |
| Annual return | 9.21% | 30.10%-20.9pp | 109.16%-99.9pp | 31.71%-22.5pp |
| Employer contribution / active EE | $771 | $2,100-63.3% | $2,738-71.8% | $2,471-68.8% |
| Participant deferral / active EE | $278 | $2,768-90.0% | $3,711-92.5% | $3,741-92.6% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |