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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,540 | $143,525-64.8% | $379,746-86.7% | $90,274-44.0% |
| Participation rate | 62.1% | 82.9%-20.8pp | 78.4%-16.3pp | 73.4%-11.2pp |
| Annual return | 7.65% | 18.97%-11.3pp | 34.90%-27.3pp | 53.97%-46.3pp |
| Employer contribution / active EE | $2,024 | $3,201-36.8% | $3,540-42.8% | $2,523-19.8% |
| Participant deferral / active EE | $1,373 | $5,231-73.8% | $6,024-77.2% | $4,231-67.5% |
| Admin fee / account holder | $90 | $100-10.6% | $7,927-98.9% | $114-21.3% |