Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,191-100.0% | $76,767-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 77.0%-77.0pp | 69.9%-69.9pp |
| Annual return | 1.49% | 6.62%-5.1pp | 2.43%-0.9pp | -9.96%+11.5pp |
| Employer contribution / active EE | $1,449 | $1,759-17.6% | $2,485-41.7% | $2,111-31.4% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |