Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,138-100.0% | $84,023-100.0% | $65,186-100.0% |
| Participation rate | 0.0% | 60.7%-60.7pp | 69.0%-69.0pp | 70.2%-70.2pp |
| Annual return | 140.79% | 23.00%+117.8pp | 71.32%+69.5pp | 29.39%+111.4pp |
| Employer contribution / active EE | $420 | $914-54.0% | $1,984-78.8% | $2,177-80.7% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |