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 | $69,273 | $69,774-0.7% | $67,575+2.5% | $74,459-7.0% |
| Participation rate | 49.7% | 71.4%-21.7pp | 72.9%-23.3pp | 67.2%-17.6pp |
| Annual return | 10.51% | -40.53%+51.0pp | 3528.98%-3518.5pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $1,859 | $2,710-31.4% | $2,736-32.0% | $2,626-29.2% |
| Participant deferral / active EE | $1,886 | $3,636-48.1% | $4,003-52.9% | $4,350-56.6% |
| Admin fee / account holder | $207 | $890-76.8% | $3,993-94.8% | $1,945-89.4% |