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.
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 | $62,278 | $39,245+58.7% | $64,105-2.8% | $52,331+19.0% |
| Participation rate | 38.8% | 58.2%-19.5pp | 68.2%-29.4pp | 68.1%-29.3pp |
| Annual return | -1.32% | 14.79%-16.1pp | 791.24%-792.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,049 | $1,992+2.9% | $2,822-27.4% | $3,022-32.2% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |