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 | $20,115 | $60,989-67.0% | $60,906-67.0% | $66,938-70.0% |
| Participation rate | 29.7% | 74.5%-44.8pp | 73.1%-43.4pp | 69.8%-40.1pp |
| Annual return | -17.70% | -9.60%-8.1pp | 16.94%-34.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,703-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,134 | $3,615-41.0% | $3,814-44.1% | $4,238-49.7% |
| Admin fee / account holder | $118 | $338-65.1% | $3,227-96.3% | $594-80.1% |