Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $71,086 | $78,636-9.6% | $105,607-32.7% | $74,459-4.5% |
| Participation rate | 58.5% | 72.8%-14.2pp | 75.3%-16.7pp | 67.2%-8.7pp |
| Annual return | 14.81% | 15.96%-1.1pp | 116.11%-101.3pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $2,421 | $2,523-4.0% | $3,167-23.5% | $2,626-7.8% |
| Participant deferral / active EE | $5,538 | $4,322+28.2% | $5,011+10.5% | $4,350+27.3% |
| Admin fee / account holder | $17 | $2,220-99.2% | $10,958-99.8% | $1,945-99.1% |