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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,079 | $43,075-62.7% | $74,577-78.4% | $62,881-74.4% |
| Participation rate | 51.5% | 58.1%-6.6pp | 68.1%-16.6pp | 69.3%-17.8pp |
| Annual return | 7.99% | 17.50%-9.5pp | 20.47%-12.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,022 | $1,498-31.7% | $2,525-59.5% | $2,281-55.2% |
| Participant deferral / active EE | $1,259 | $2,389-47.3% | $3,458-63.6% | $3,203-60.7% |
| Admin fee / account holder | $150 | $2,840-94.7% | $4,138-96.4% | $4,296-96.5% |