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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,738 | $69,708+56.0% | $67,560+61.0% | $74,478+46.0% |
| Participation rate | 51.5% | 71.4%-20.0pp | 72.9%-21.5pp | 67.2%-15.8pp |
| Annual return | 10.91% | -40.67%+51.6pp | 3533.50%-3522.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,119 | $2,715-58.8% | $2,737-59.1% | $2,626-57.4% |
| Participant deferral / active EE | $2,275 | $3,637-37.4% | $4,004-43.2% | $4,350-47.7% |
| Admin fee / account holder | $116 | $887-86.9% | $3,994-97.1% | $1,946-94.0% |