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 | $90,708 | $60,989+48.7% | $60,906+48.9% | $66,938+35.5% |
| Participation rate | 60.5% | 74.5%-13.9pp | 73.1%-12.6pp | 69.8%-9.3pp |
| Annual return | -10.27% | -9.60%-0.7pp | 16.94%-27.2pp | 1.58%-11.9pp |
| Employer contribution / active EE | $1,274 | $2,661-52.1% | $2,703-52.9% | $2,545-50.0% |
| Participant deferral / active EE | $2,732 | $3,615-24.4% | $3,814-28.4% | $4,238-35.5% |
| Admin fee / account holder | $77 | $338-77.2% | $3,227-97.6% | $594-87.0% |