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.
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 | $4,233 | $30,732-86.2% | $59,496-92.9% | $59,633-92.9% |
| Participation rate | 39.4% | 43.2%-3.8pp | 54.6%-15.2pp | 68.7%-29.3pp |
| Annual return | -2.48% | 4.47%-6.9pp | 182.05%-184.5pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $386 | $631-38.7% | $1,153-66.5% | $2,203-82.5% |
| Participant deferral / active EE | $531 | $1,183-55.1% | $1,829-71.0% | $3,192-83.4% |
| Admin fee / account holder | $32 | $2,136-98.5% | $2,232-98.6% | $4,297-99.2% |