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.
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 | $153,595 | $120,450+27.5% | $159,495-3.7% | $93,010+65.1% |
| Participation rate | 67.2% | 78.0%-10.8pp | 82.8%-15.7pp | 73.9%-6.7pp |
| Annual return | 11.91% | 27.11%-15.2pp | 263.72%-251.8pp | 158.70%-146.8pp |
| Employer contribution / active EE | $4,927 | $3,526+39.7% | $4,831+2.0% | $2,705+82.1% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,354-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $137-100.0% | $10,804-100.0% | $152-100.0% |