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 | $17,954 | $46,173-61.1% | $170,435-89.5% | $69,631-74.2% |
| Participation rate | 61.6% | 63.9%-2.3pp | 83.6%-22.0pp | 70.7%-9.1pp |
| Annual return | 9.20% | 21.62%-12.4pp | 205.94%-196.7pp | 27571.02%-27561.8pp |
| Employer contribution / active EE | $788 | $1,610-51.0% | $5,432-85.5% | $2,032-61.2% |
| Participant deferral / active EE | $1,385 | $2,080-33.4% | $4,939-72.0% | $3,224-57.0% |
| Admin fee / account holder | $23 | $116-80.5% | $13,881-99.8% | $110-79.5% |