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 | $0 | $74,347-100.0% | $93,621-100.0% | $67,582-100.0% |
| Participation rate | 0.0% | 80.6%-80.6pp | 75.8%-75.8pp | 71.3%-71.3pp |
| Annual return | -6.38% | 28.07%-34.5pp | 32.76%-39.1pp | 378.57%-385.0pp |
| Employer contribution / active EE | $2,897 | $2,583+12.2% | $2,719+6.6% | $2,148+34.9% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,890-100.0% | $142-100.0% |