Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,472 | $61,391-87.8% | $149,723-95.0% | $71,529-89.6% |
| Participation rate | 52.7% | 62.5%-9.9pp | 78.8%-26.1pp | 67.9%-15.3pp |
| Annual return | 22.61% | 35.88%-13.3pp | 134.50%-111.9pp | 28.97%-6.4pp |
| Employer contribution / active EE | $947 | $2,384-60.3% | $4,821-80.4% | $2,590-63.4% |
| Participant deferral / active EE | $1,351 | $2,921-53.8% | $5,682-76.2% | $4,291-68.5% |
| Admin fee / account holder | $36 | $1,264-97.2% | $13,215-99.7% | $1,588-97.7% |