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.
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 | $24,989 | $46,732-46.5% | $156,551-84.0% | $55,167-54.7% |
| Participation rate | 64.8% | 65.8%-1.0pp | 84.0%-19.2pp | 69.0%-4.2pp |
| Annual return | -0.10% | 17.72%-17.8pp | 32.23%-32.3pp | 169.23%-169.3pp |
| Employer contribution / active EE | $569 | $2,105-73.0% | $5,501-89.7% | $1,963-71.0% |
| Participant deferral / active EE | $1,452 | $2,204-34.1% | $4,871-70.2% | $3,054-52.4% |
| Admin fee / account holder | $133 | $418-68.1% | $13,028-99.0% | $504-73.5% |