Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $51,976 | $45,109+15.2% | $85,240-39.0% | $77,762-33.2% |
| Participation rate | 69.9% | 48.7%+21.2pp | 67.5%+2.3pp | 70.6%-0.7pp |
| Annual return | 15.63% | 79.55%-63.9pp | 66.75%-51.1pp | 31.27%-15.6pp |
| Employer contribution / active EE | $17,096 | $1,602+967.4% | $2,735+525.0% | $2,728+526.7% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $915-100.0% | $6,165-100.0% | $433-100.0% |