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 | $43,369 | $91,439-52.6% | $135,974-68.1% | $71,511-39.4% |
| Participation rate | 69.2% | 75.7%-6.4pp | 81.9%-12.7pp | 67.9%+1.3pp |
| Annual return | 15.73% | 29.90%-14.2pp | 68.30%-52.6pp | 28.86%-13.1pp |
| Employer contribution / active EE | $2,230 | $3,705-39.8% | $4,859-54.1% | $2,589-13.9% |
| Participant deferral / active EE | $4,360 | $7,093-38.5% | $7,760-43.8% | $4,291+1.6% |
| Admin fee / account holder | $219 | $1,267-82.7% | $10,767-98.0% | $1,588-86.2% |