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 | $23,432 | $60,989-61.6% | $60,899-61.5% | $66,930-65.0% |
| Participation rate | 9.0% | 74.5%-65.5pp | 73.1%-64.1pp | 69.8%-60.8pp |
| Annual return | -13.93% | -9.60%-4.3pp | 16.92%-30.9pp | 1.57%-15.5pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,702-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $167 | $3,615-95.4% | $3,817-95.6% | $4,238-96.1% |
| Admin fee / account holder | $0 | $338-100.0% | $3,225-100.0% | $593-100.0% |