Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $166,212 | $69,745+138.3% | $67,511+146.2% | $74,546+123.0% |
| Participation rate | 45.3% | 71.3%-26.1pp | 72.9%-27.6pp | 67.2%-21.9pp |
| Annual return | 18.38% | -40.37%+58.8pp | 3517.41%-3499.0pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $3,682 | $2,705+36.1% | $2,733+34.7% | $2,624+40.3% |
| Participant deferral / active EE | $1,514 | $3,636-58.4% | $4,000-62.1% | $4,347-65.2% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |