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 | $33,032 | $29,546+11.8% | $56,441-41.5% | $77,671-57.5% |
| Participation rate | 23.6% | 32.7%-9.1pp | 52.5%-28.9pp | 70.6%-47.0pp |
| Annual return | 18.52% | 19.01%-0.5pp | 1704.21%-1685.7pp | 31.21%-12.7pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $560 | $1,061-47.2% | $1,953-71.3% | $4,648-88.0% |
| Admin fee / account holder | $14 | $1,046-98.6% | $2,829-99.5% | $430-96.7% |