Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,234 | $34,634-96.4% | $77,100-98.4% | $64,824-98.1% |
| Participation rate | 39.9% | 49.8%-9.9pp | 67.9%-28.0pp | 71.5%-31.6pp |
| Annual return | 6.74% | -5.31%+12.1pp | 42.35%-35.6pp | 32.84%-26.1pp |
| Employer contribution / active EE | $11,707 | $1,385+745.3% | $2,815+315.9% | $2,507+367.0% |
| Participant deferral / active EE | $208 | $2,553-91.8% | $4,430-95.3% | $4,311-95.2% |
| Admin fee / account holder | $0 | $178-100.0% | $5,443-100.0% | $188-100.0% |