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.
Participant 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 | $48,315 | $46,297+4.4% | $71,671-32.6% | $62,293-22.4% |
| Participation rate | 50.4% | 60.6%-10.3pp | 68.7%-18.4pp | 69.5%-19.1pp |
| Annual return | 13.61% | 22.32%-8.7pp | 20.65%-7.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $2,290 | $1,412+62.2% | $2,460-6.9% | $2,042+12.1% |
| Participant deferral / active EE | $107 | $2,235-95.2% | $3,438-96.9% | $3,169-96.6% |
| Admin fee / account holder | $226 | $461-51.0% | $5,558-95.9% | $479-53.0% |