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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,835 | $82,163-84.4% | $125,381-89.8% | $64,819-80.2% |
| Participation rate | 19.9% | 77.9%-58.0pp | 82.4%-62.5pp | 71.5%-51.6pp |
| Annual return | -13.30% | 3.49%-16.8pp | 572.31%-585.6pp | 32.84%-46.1pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,125 | $7,175-84.3% | $7,448-84.9% | $4,311-73.9% |
| Admin fee / account holder | $1 | $163-99.3% | $10,007-100.0% | $188-99.4% |