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.
Employer contribution per participant 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 | $45,321 | $51,878-12.6% | $68,368-33.7% | $79,634-43.1% |
| Participation rate | 16.4% | 53.7%-37.3pp | 73.8%-57.3pp | 62.5%-46.0pp |
| Annual return | 12.84% | 137.43%-124.6pp | 292.57%-279.7pp | 36.46%-23.6pp |
| Employer contribution / active EE | $1 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $451 | $2,577-82.5% | $4,123-89.1% | $3,835-88.2% |
| Admin fee / account holder | $35 | $942-96.3% | $5,150-99.3% | $1,002-96.5% |