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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,249 | $55,472+12.2% | $155,567-60.0% | $74,546-16.5% |
| Participation rate | 62.4% | 61.9%+0.5pp | 78.2%-15.8pp | 67.2%-4.8pp |
| Annual return | 13.07% | 268.72%-255.6pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $3,301 | $2,269+45.5% | $4,674-29.4% | $2,624+25.8% |
| Participant deferral / active EE | $3,317 | $2,838+16.9% | $5,628-41.1% | $4,347-23.7% |
| Admin fee / account holder | $11 | $1,743-99.3% | $15,916-99.9% | $1,944-99.4% |