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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,696 | $54,717+53.0% | $86,216-2.9% | $71,511+17.0% |
| Participation rate | 69.9% | 60.1%+9.8pp | 69.0%+0.9pp | 67.9%+2.0pp |
| Annual return | 13.80% | 20.07%-6.3pp | 1169.42%-1155.6pp | 28.86%-15.1pp |
| Employer contribution / active EE | $914 | $1,267-27.9% | $2,382-61.6% | $2,589-64.7% |
| Participant deferral / active EE | $4,470 | $3,110+43.7% | $3,986+12.1% | $4,291+4.2% |
| Admin fee / account holder | $91 | $1,922-95.3% | $6,853-98.7% | $1,588-94.3% |