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 | $51,147 | $30,423+68.1% | $56,025-8.7% | $74,478-31.3% |
| Participation rate | 48.5% | 32.9%+15.7pp | 52.5%-4.0pp | 67.2%-18.7pp |
| Annual return | 15.38% | 24.97%-9.6pp | 1712.69%-1697.3pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $784 | $610+28.5% | $1,042-24.7% | $2,626-70.2% |
| Participant deferral / active EE | $1,957 | $1,176+66.3% | $1,955+0.1% | $4,350-55.0% |
| Admin fee / account holder | $1 | $2,363-100.0% | $2,828-100.0% | $1,946-99.9% |