Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,852 | $35,986-67.1% | $77,513-84.7% | $73,493-83.9% |
| Participation rate | 13.0% | 40.8%-27.9pp | 54.2%-41.2pp | 70.7%-57.7pp |
| Annual return | 38.98% | 19.26%+19.7pp | 54.81%-15.8pp | 28.51%+10.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $722 | $1,198-39.7% | $1,861-61.2% | $3,740-80.7% |
| Admin fee / account holder | $29 | $466-93.9% | $2,859-99.0% | $513-94.4% |