Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Employer contribution per participant 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 | $43,650 | $58,726-25.7% | $142,898-69.5% | $85,851-49.2% |
| Participation rate | 52.9% | 58.5%-5.5pp | 72.0%-19.0pp | 69.3%-16.4pp |
| Annual return | 14.74% | 27.73%-13.0pp | 5639.64%-5624.9pp | 318.63%-303.9pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,289 | $2,609+26.1% | $3,838-14.3% | $3,952-16.8% |
| Admin fee / account holder | $40 | $4,234-99.1% | $6,560-99.4% | $6,261-99.4% |