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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,133 | $53,204-52.8% | $155,556-83.8% | $200,096-87.4% |
| Participation rate | 13.8% | 64.1%-50.3pp | 78.2%-64.4pp | 72.0%-58.2pp |
| Annual return | 13.13% | 41.02%-27.9pp | 64.84%-51.7pp | 34.26%-21.1pp |
| Employer contribution / active EE | $241 | $1,850-87.0% | $4,675-94.9% | $3,038-92.1% |
| Participant deferral / active EE | $431 | $3,163-86.4% | $5,631-92.4% | $5,090-91.5% |
| Admin fee / account holder | $60 | $186-67.7% | $15,885-99.6% | $269-77.7% |