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 | $28,883 | $74,706-61.3% | $75,717-61.9% | $79,393-63.6% |
| Participation rate | 62.0% | 75.3%-13.3pp | 74.8%-12.8pp | 70.7%-8.7pp |
| Annual return | 27.63% | 18.52%+9.1pp | 104.58%-77.0pp | 116.87%-89.2pp |
| Employer contribution / active EE | $710 | $2,590-72.6% | $2,743-74.1% | $2,428-70.8% |
| Participant deferral / active EE | $868 | $3,533-75.4% | $3,821-77.3% | $4,046-78.6% |
| Admin fee / account holder | $138 | $374-63.3% | $3,619-96.2% | $627-78.1% |