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.
Participant 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 | $22,529 | $65,125-65.4% | $143,797-84.3% | $66,949-66.3% |
| Participation rate | 32.2% | 65.2%-33.0pp | 80.3%-48.2pp | 69.8%-37.7pp |
| Annual return | -10.88% | -11.13%+0.2pp | -0.04%-10.8pp | 1.57%-12.5pp |
| Employer contribution / active EE | $467 | $2,362-80.2% | $4,952-90.6% | $2,545-81.7% |
| Participant deferral / active EE | $783 | $2,920-73.2% | $5,638-86.1% | $4,239-81.5% |
| Admin fee / account holder | $3 | $503-99.4% | $14,679-100.0% | $594-99.5% |