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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,026 | $48,432-27.7% | $121,210-71.1% | $71,529-51.0% |
| Participation rate | 35.4% | 54.3%-19.0pp | 69.5%-34.2pp | 67.9%-32.6pp |
| Annual return | 19.61% | 23.28%-3.7pp | 987.41%-967.8pp | 28.97%-9.4pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,171-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,494 | $2,756-9.5% | $4,084-38.9% | $4,291-41.9% |
| Admin fee / account holder | $7 | $1,845-99.6% | $5,647-99.9% | $1,588-99.5% |