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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,768 | $106,164+103.2% | $147,041+46.7% | $77,692+177.7% |
| Participation rate | 50.7% | 78.4%-27.7pp | 82.2%-31.5pp | 70.6%-19.9pp |
| Annual return | 14.73% | 56.81%-42.1pp | 419.21%-404.5pp | 31.25%-16.5pp |
| Employer contribution / active EE | $1,746 | $4,066-57.1% | $4,935-64.6% | $2,726-36.0% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |