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 | $199,872 | $95,438+109.4% | $135,982+47.0% | $74,473+168.4% |
| Participation rate | 49.7% | 78.2%-28.5pp | 81.9%-32.2pp | 70.7%-21.1pp |
| Annual return | -0.21% | 32.61%-32.8pp | 68.32%-68.5pp | 34.36%-34.6pp |
| Employer contribution / active EE | $1,402 | $3,878-63.9% | $4,859-71.1% | $2,638-46.9% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |