Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,547 | $45,382-28.3% | $154,108-78.9% | $75,289-56.8% |
| Participation rate | 40.8% | 65.9%-25.1pp | 83.0%-42.3pp | 72.4%-31.6pp |
| Annual return | -5.96% | -0.47%-5.5pp | 735.21%-741.2pp | -0.04%-5.9pp |
| Employer contribution / active EE | $994 | $1,533-35.1% | $5,298-81.2% | $2,405-58.7% |
| Participant deferral / active EE | $1,881 | $2,384-21.1% | $5,081-63.0% | $3,739-49.7% |
| Admin fee / account holder | $126 | $89+40.8% | $13,411-99.1% | $102+22.9% |