Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,397 | $61,172-60.1% | $185,851-86.9% | $79,389-69.3% |
| Participation rate | 29.6% | 66.6%-37.0pp | 81.7%-52.1pp | 70.7%-41.1pp |
| Annual return | 20.74% | 19.45%+1.3pp | 122.11%-101.4pp | 116.89%-96.1pp |
| Employer contribution / active EE | $824 | $2,321-64.5% | $5,168-84.0% | $2,428-66.0% |
| Participant deferral / active EE | $948 | $2,788-66.0% | $5,569-83.0% | $4,046-76.6% |
| Admin fee / account holder | $14 | $710-98.1% | $16,245-99.9% | $626-97.8% |