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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $105,786 | $60,139+75.9% | $90,461+16.9% | $79,856+32.5% |
| Participation rate | 54.1% | 65.0%-10.9pp | 72.7%-18.6pp | 69.6%-15.6pp |
| Annual return | 13.70% | 71.96%-58.3pp | 1294.76%-1281.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,684 | $2,939+25.3% | $3,964-7.1% | $3,741-1.5% |
| Admin fee / account holder | $268 | $3,978-93.3% | $5,617-95.2% | $5,306-95.0% |