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.
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 | $36,842 | $39,948-7.8% | $89,435-58.8% | $73,412-49.8% |
| Participation rate | 4.3% | 50.4%-46.1pp | 68.0%-63.7pp | 72.2%-67.8pp |
| Annual return | 17.94% | 50.12%-32.2pp | 245.55%-227.6pp | 59.30%-41.4pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,587-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $132 | $2,193-94.0% | $3,890-96.6% | $3,806-96.5% |
| Admin fee / account holder | $18 | $134-86.4% | $4,884-99.6% | $158-88.4% |