Sign up free to preview peer percentile detail
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 | $93,523 | $54,193+72.6% | $93,669-0.2% | $77,714+20.3% |
| Participation rate | 51.0% | 63.9%-12.9pp | 68.7%-17.7pp | 70.6%-19.5pp |
| Annual return | 14.80% | 30.54%-15.7pp | 133.59%-118.8pp | 31.26%-16.5pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,424-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $5,137 | $3,144+63.4% | $4,416+16.3% | $4,649+10.5% |
| Admin fee / account holder | $14 | $576-97.6% | $8,291-99.8% | $433-96.7% |