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 | $244,245 | $59,116+313.2% | $86,438+182.6% | $68,486+256.6% |
| Participation rate | 60.2% | 75.2%-15.0pp | 80.3%-20.1pp | 67.9%-7.7pp |
| Annual return | -22.19% | -0.23%-22.0pp | 4397.19%-4419.4pp | -7.85%-14.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,129 | $5,902+37.7% | $6,952+16.9% | $4,028+101.8% |
| Admin fee / account holder | $20 | $5,639-99.7% | $6,733-99.7% | $5,404-99.6% |