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 | $36,535 | $83,575-56.3% | $66,439-45.0% | $65,191-44.0% |
| Participation rate | 50.4% | 71.6%-21.2pp | 74.5%-24.1pp | 63.0%-12.6pp |
| Annual return | 12.00% | 12.38%-0.4pp | 757.66%-745.7pp | 51.24%-39.2pp |
| Employer contribution / active EE | $1,159 | $2,903-60.1% | $2,637-56.1% | $2,400-51.7% |
| Participant deferral / active EE | $2,173 | $3,365-35.4% | $3,876-43.9% | $2,671-18.6% |
| Admin fee / account holder | $91 | $234-61.2% | $6,173-98.5% | $907-90.0% |