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 | $44,193 | $28,109+57.2% | $71,086-37.8% | $56,287-21.5% |
| Participation rate | 30.8% | 40.4%-9.6pp | 54.7%-23.9pp | 69.9%-39.1pp |
| Annual return | -1.02% | -615.05%+614.0pp | 650.59%-651.6pp | -9.96%+8.9pp |
| Employer contribution / active EE | $300 | $558-46.1% | $1,088-72.4% | $2,111-85.8% |
| Participant deferral / active EE | $961 | $1,116-13.9% | $1,874-48.7% | $3,350-71.3% |
| Admin fee / account holder | $196 | $585-66.4% | $3,082-93.6% | $521-62.3% |