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.
Employer 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 | $0 | $95,438-100.0% | $135,982-100.0% | $74,473-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 81.9%-81.9pp | 70.7%-70.7pp |
| Annual return | 21.10% | 32.61%-11.5pp | 68.32%-47.2pp | 34.36%-13.3pp |
| Employer contribution / active EE | $646 | $3,878-83.3% | $4,859-86.7% | $2,638-75.5% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |