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 | $60,048 | $63,156-4.9% | $122,354-50.9% | $62,293-3.6% |
| Participation rate | 34.2% | 60.0%-25.9pp | 71.6%-37.5pp | 69.5%-35.4pp |
| Annual return | 15.96% | 20.61%-4.7pp | 30.28%-14.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,051-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,309 | $2,321-43.6% | $3,287-60.2% | $3,169-58.7% |
| Admin fee / account holder | $3 | $440-99.3% | $5,479-99.9% | $479-99.3% |