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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,049 | $65,083-73.8% | $143,788-88.1% | $66,930-74.5% |
| Participation rate | 39.4% | 65.2%-25.8pp | 80.3%-40.9pp | 69.8%-30.4pp |
| Annual return | -22.62% | -11.13%-11.5pp | -0.03%-22.6pp | 1.57%-24.2pp |
| Employer contribution / active EE | $799 | $2,361-66.2% | $4,952-83.9% | $2,545-68.6% |
| Participant deferral / active EE | $1,382 | $2,920-52.7% | $5,638-75.5% | $4,238-67.4% |
| Admin fee / account holder | $0 | $502-100.0% | $14,675-100.0% | $593-100.0% |