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.
Annual investment return 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 | $65,633 | $46,722+40.5% | $130,660-49.8% | $65,186+0.7% |
| Participation rate | 38.5% | 60.9%-22.4pp | 71.7%-33.2pp | 70.2%-31.7pp |
| Annual return | 17.68% | 24.17%-6.5pp | 1709.29%-1691.6pp | 29.39%-11.7pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,522 | $2,545-40.2% | $3,603-57.8% | $3,514-56.7% |
| Admin fee / account holder | $1 | $453-99.9% | $5,463-100.0% | $847-99.9% |