Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,520 | $51,207-79.5% | $70,565-85.1% | $71,529-85.3% |
| Participation rate | 59.9% | 59.4%+0.5pp | 68.4%-8.5pp | 67.9%-8.1pp |
| Annual return | 27.35% | 42.71%-15.4pp | 32.79%-5.4pp | 28.97%-1.6pp |
| Employer contribution / active EE | $389 | $1,795-78.3% | $2,976-86.9% | $2,590-85.0% |
| Participant deferral / active EE | $1,880 | $3,033-38.0% | $4,568-58.9% | $4,291-56.2% |
| Admin fee / account holder | $0 | $2,002-100.0% | $6,430-100.0% | $1,588-100.0% |