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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $24,231 | $59,231-59.1% | $90,223-73.1% | $52,331-53.7% |
| Participation rate | 17.3% | 75.0%-57.7pp | 79.0%-61.7pp | 68.1%-50.8pp |
| Annual return | -5.76% | 3.53%-9.3pp | 1.31%-7.1pp | 4.54%-10.3pp |
| Employer contribution / active EE | $0 | $3,391-100.0% | $4,378-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $370 | $4,659-92.1% | $5,792-93.6% | $3,022-87.8% |
| Admin fee / account holder | $396 | $515-23.1% | $7,406-94.7% | $592-33.1% |