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 | $235,953 | $82,188+187.1% | $125,401+88.2% | $64,829+264.0% |
| Participation rate | 29.1% | 77.9%-48.8pp | 82.4%-53.3pp | 71.5%-42.4pp |
| Annual return | -15.74% | 3.50%-19.2pp | 572.53%-588.3pp | 32.85%-48.6pp |
| Employer contribution / active EE | $2,304 | $3,617-36.3% | $4,816-52.2% | $2,507-8.1% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $8 | $163-95.2% | $10,008-99.9% | $188-95.8% |