Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,926 | $74,552-37.1% | $63,018-25.5% | $69,631-32.6% |
| Participation rate | 26.4% | 78.3%-51.8pp | 74.8%-48.4pp | 70.7%-44.2pp |
| Annual return | 13.81% | 15.77%-2.0pp | 87.62%-73.8pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,374 | $2,974-53.8% | $3,330-58.7% | $3,224-57.4% |
| Admin fee / account holder | $21 | $59-63.8% | $3,601-99.4% | $110-80.5% |