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 | $80,969 | $39,245+106.3% | $64,105+26.3% | $52,331+54.7% |
| Participation rate | 33.9% | 58.2%-24.4pp | 68.2%-34.3pp | 68.1%-34.2pp |
| Annual return | -0.09% | 14.79%-14.9pp | 791.24%-791.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,513 | $1,992+26.2% | $2,822-10.9% | $3,022-16.9% |
| Admin fee / account holder | $8 | $592-98.6% | $4,499-99.8% | $592-98.6% |