Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,902 | $66,124-29.1% | $90,440-48.1% | $73,493-36.2% |
| Participation rate | 23.8% | 69.7%-45.8pp | 72.7%-48.8pp | 70.7%-46.8pp |
| Annual return | 6.13% | 17.65%-11.5pp | 1294.38%-1288.2pp | 28.51%-22.4pp |
| Employer contribution / active EE | $740 | $2,346-68.4% | $3,263-77.3% | $2,270-67.4% |
| Participant deferral / active EE | $1,370 | $3,039-54.9% | $3,964-65.4% | $3,740-63.4% |
| Admin fee / account holder | $20 | $396-94.9% | $5,615-99.6% | $513-96.0% |