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 | $39,599 | $55,437-28.6% | $155,534-74.5% | $74,459-46.8% |
| Participation rate | 47.1% | 61.9%-14.8pp | 78.2%-31.1pp | 67.2%-20.1pp |
| Annual return | 28.23% | 269.58%-241.3pp | 64.92%-36.7pp | 1369.70%-1341.5pp |
| Employer contribution / active EE | $2,115 | $2,266-6.7% | $4,675-54.8% | $2,626-19.5% |
| Participant deferral / active EE | $2,257 | $2,837-20.5% | $5,630-59.9% | $4,350-48.1% |
| Admin fee / account holder | $24 | $1,742-98.6% | $15,900-99.8% | $1,945-98.8% |