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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,649 | $43,411-89.3% | $94,993-95.1% | $69,631-93.3% |
| Participation rate | 38.8% | 64.4%-25.6pp | 73.9%-35.1pp | 70.7%-31.9pp |
| Annual return | 23.04% | 22.54%+0.5pp | 27.14%-4.1pp | 27571.02%-27548.0pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $2,603-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $605 | $2,384-74.6% | $3,317-81.8% | $3,224-81.2% |
| Admin fee / account holder | $1 | $87-99.2% | $4,960-100.0% | $110-99.4% |