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.
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 | $48,793 | $73,102-33.3% | $123,552-60.5% | $56,287-13.3% |
| Participation rate | 56.7% | 74.3%-17.6pp | 82.3%-25.6pp | 69.9%-13.2pp |
| Annual return | -13.97% | 3.01%-17.0pp | 119.20%-133.2pp | -9.96%-4.0pp |
| Employer contribution / active EE | $1,878 | $2,977-36.9% | $4,628-59.4% | $2,111-11.1% |
| Participant deferral / active EE | $4,178 | $5,423-23.0% | $6,426-35.0% | $3,350+24.7% |
| Admin fee / account holder | $15 | $554-97.3% | $9,285-99.8% | $521-97.1% |