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.
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 | $22,706 | $73,397-69.1% | $178,014-87.2% | $74,546-69.5% |
| Participation rate | 53.3% | 66.6%-13.3pp | 77.1%-23.8pp | 67.2%-13.9pp |
| Annual return | 9.05% | 17.49%-8.4pp | 294.80%-285.8pp | 1366.03%-1357.0pp |
| Employer contribution / active EE | $990 | $2,217-55.3% | $3,950-74.9% | $2,624-62.3% |
| Participant deferral / active EE | $1,952 | $4,512-56.7% | $6,276-68.9% | $4,347-55.1% |
| Admin fee / account holder | $124 | $1,809-93.1% | $10,362-98.8% | $1,944-93.6% |