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 | $64,356 | $42,909+50.0% | $60,906+5.7% | $68,486-6.0% |
| Participation rate | 63.9% | 66.8%-2.9pp | 73.1%-9.2pp | 67.9%-4.0pp |
| Annual return | -14.08% | -13.99%-0.1pp | 16.94%-31.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $3,557 | $1,979+79.8% | $2,703+31.6% | $2,597+37.0% |
| Participant deferral / active EE | $2,448 | $2,866-14.6% | $3,814-35.8% | $4,028-39.2% |
| Admin fee / account holder | $2 | $3,104-99.9% | $3,227-99.9% | $5,404-100.0% |