Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Participant contribution per participant 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 | $42,112 | $72,303-41.8% | $86,698-51.4% | $64,819-35.0% |
| Participation rate | 38.1% | 80.4%-42.3pp | 76.6%-38.4pp | 71.5%-33.3pp |
| Annual return | -12.93% | 392.77%-405.7pp | 35.95%-48.9pp | 32.84%-45.8pp |
| Employer contribution / active EE | $1,008 | $2,393-57.9% | $2,837-64.5% | $2,507-59.8% |
| Participant deferral / active EE | $1,277 | $4,660-72.6% | $4,656-72.6% | $4,311-70.4% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |