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 | $45,685 | $65,125-29.9% | $143,797-68.2% | $66,949-31.8% |
| Participation rate | 50.8% | 65.2%-14.4pp | 80.3%-29.5pp | 69.8%-19.0pp |
| Annual return | -13.77% | -11.13%-2.6pp | -0.04%-13.7pp | 1.57%-15.3pp |
| Employer contribution / active EE | $1,319 | $2,362-44.2% | $4,952-73.4% | $2,545-48.2% |
| Participant deferral / active EE | $1,841 | $2,920-36.9% | $5,638-67.3% | $4,239-56.6% |
| Admin fee / account holder | $3 | $503-99.3% | $14,679-100.0% | $594-99.4% |