Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,420 | $37,463-26.8% | $77,100-64.4% | $66,949-59.0% |
| Participation rate | 13.1% | 52.9%-39.8pp | 67.9%-54.8pp | 69.8%-56.7pp |
| Annual return | -6.67% | -3.25%-3.4pp | 42.35%-49.0pp | 1.57%-8.2pp |
| Employer contribution / active EE | $308 | $1,535-79.9% | $2,815-89.0% | $2,545-87.9% |
| Participant deferral / active EE | $582 | $2,621-77.8% | $4,430-86.9% | $4,239-86.3% |
| Admin fee / account holder | $17 | $568-97.0% | $5,443-99.7% | $594-97.1% |