Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
Annual investment return 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 | $48,507 | $92,684-47.7% | $82,706-41.4% | $134,509-63.9% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.2pp | 81.2%-22.9pp |
| Annual return | -21.45% | 945.84%-967.3pp | 701.76%-723.2pp | 418.13%-439.6pp |
| Employer contribution / active EE | $554 | $3,272-83.1% | $3,007-81.6% | $4,741-88.3% |
| Participant deferral / active EE | $2,319 | $4,800-51.7% | $4,394-47.2% | $6,400-63.8% |
| Admin fee / account holder | $42 | $5,982-99.3% | $5,329-99.2% | $11,427-99.6% |