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 | $45,031+15.4% | $85,009-38.9% | $77,671-33.1% |
| Participation rate | 69.9% | 48.7%+21.2pp | 67.5%+2.3pp | 70.6%-0.7pp |
| Annual return | 15.63% | 79.22%-63.6pp | 66.47%-50.8pp | 31.21%-15.6pp |
| Employer contribution / active EE | $17,096 | $1,609+962.3% | $2,728+526.6% | $2,726+527.0% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,522-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,153-100.0% | $430-100.0% |