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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $48,744-100.0% | $93,696-100.0% | $199,960-100.0% |
| Participation rate | 0.0% | 63.7%-63.7pp | 68.7%-68.7pp | 72.0%-72.0pp |
| Annual return | -10.10% | 15.36%-25.5pp | 133.74%-143.8pp | 34.28%-44.4pp |
| Employer contribution / active EE | $5,903 | $1,140+417.7% | $2,422+143.7% | $3,036+94.5% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $4,417-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,287-100.0% | $269-100.0% |