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 | $19,340 | $41,016-52.8% | $152,093-87.3% | $64,097-69.8% |
| Participation rate | 50.0% | 51.3%-1.3pp | 77.8%-27.8pp | 55.2%-5.2pp |
| Annual return | 20.04% | 39.60%-19.6pp | 66.36%-46.3pp | 34.64%-14.6pp |
| Employer contribution / active EE | $657 | $1,342-51.0% | $4,175-84.3% | $1,891-65.3% |
| Participant deferral / active EE | $1,379 | $1,927-28.5% | $5,451-74.7% | $3,080-55.2% |
| Admin fee / account holder | $89 | $2,305-96.1% | $14,497-99.4% | $3,454-97.4% |