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.
Employer contribution per participant 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 | $28,076 | $65,322-57.0% | $70,476-60.2% | $73,493-61.8% |
| Participation rate | 57.9% | 77.0%-19.0pp | 75.1%-17.1pp | 70.7%-12.7pp |
| Annual return | 14.41% | 15.71%-1.3pp | 109.12%-94.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,044 | $3,375-39.4% | $3,710-44.9% | $3,740-45.4% |
| Admin fee / account holder | $54 | $214-74.9% | $3,847-98.6% | $513-89.5% |