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.
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 | $4,774 | $37,591-87.3% | $90,657-94.7% | $55,725-91.4% |
| Participation rate | 36.9% | 66.4%-29.5pp | 74.0%-37.1pp | 70.9%-34.0pp |
| Annual return | -6.82% | -3.20%-3.6pp | 1.89%-8.7pp | 244.93%-251.8pp |
| Employer contribution / active EE | $0 | $1,302-100.0% | $2,532-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $620 | $2,643-76.5% | $3,424-81.9% | $3,356-81.5% |
| Admin fee / account holder | $18 | $100-82.4% | $4,994-99.6% | $115-84.8% |