Sign up free to preview peer percentile detail
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 | $30,163 | $50,860-40.7% | $155,574-80.6% | $77,714-61.2% |
| Participation rate | 42.6% | 63.1%-20.5pp | 78.2%-35.6pp | 70.6%-28.0pp |
| Annual return | 0.00% | 34.86%-34.9pp | 64.87%-64.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $534 | $1,991-73.2% | $4,676-88.6% | $2,727-80.4% |
| Participant deferral / active EE | $936 | $2,825-66.9% | $5,629-83.4% | $4,649-79.9% |
| Admin fee / account holder | $175 | $436-60.0% | $15,914-98.9% | $433-59.7% |