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 | $19,352 | $51,466-62.4% | $78,778-75.4% | $62,293-68.9% |
| Participation rate | 12.2% | 59.8%-47.6pp | 69.2%-57.0pp | 69.5%-57.3pp |
| Annual return | 20.38% | 19.96%+0.4pp | 35.62%-15.2pp | 28.90%-8.5pp |
| Employer contribution / active EE | $345 | $827-58.3% | $1,986-82.6% | $2,042-83.1% |
| Participant deferral / active EE | $550 | $2,147-74.4% | $2,958-81.4% | $3,169-82.6% |
| Admin fee / account holder | $7 | $489-98.6% | $5,134-99.9% | $479-98.5% |