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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,888 | $90,486-75.8% | $78,676-72.2% | $273,972-92.0% |
| Participation rate | 58.8% | 76.5%-17.7pp | 73.6%-14.7pp | 83.0%-24.2pp |
| Annual return | 7.11% | 75.62%-68.5pp | 62.19%-55.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,703 | $3,175-46.3% | $2,850-40.2% | $4,869-65.0% |
| Participant deferral / active EE | $2,092 | $3,901-46.4% | $3,517-40.5% | $5,287-60.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |