Filed May 19, 2025
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 | $56,670 | $69,774-18.8% | $67,561-16.1% | $74,429-23.9% |
| Participation rate | 32.5% | 71.4%-38.8pp | 72.9%-40.4pp | 67.2%-34.7pp |
| Annual return | 14.92% | -40.53%+55.4pp | 3525.44%-3510.5pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $841 | $2,710-69.0% | $2,735-69.2% | $2,625-68.0% |
| Participant deferral / active EE | $1,641 | $3,636-54.9% | $4,003-59.0% | $4,348-62.3% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |