Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,624 | $81,331-53.7% | $155,534-75.8% | $80,935-53.5% |
| Participation rate | 28.2% | 66.3%-38.0pp | 78.2%-50.0pp | 67.7%-39.5pp |
| Annual return | 21.55% | 33.37%-11.8pp | 64.92%-43.4pp | 35.66%-14.1pp |
| Employer contribution / active EE | $707 | $3,105-77.2% | $4,675-84.9% | $2,757-74.3% |
| Participant deferral / active EE | $2,479 | $3,454-28.2% | $5,630-56.0% | $4,299-42.3% |
| Admin fee / account holder | $31 | $7,999-99.6% | $15,900-99.8% | $6,924-99.6% |