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 | $59,498 | $65,084-8.6% | $67,681-12.1% | $64,340-7.5% |
| Participation rate | 43.5% | 66.7%-23.2pp | 73.7%-30.2pp | 55.2%-11.7pp |
| Annual return | 10.05% | 20.50%-10.4pp | 590.58%-580.5pp | 24.14%-14.1pp |
| Employer contribution / active EE | $963 | $2,398-59.8% | $2,678-64.0% | $1,862-48.3% |
| Participant deferral / active EE | $2,315 | $3,210-27.9% | $3,976-41.8% | $2,980-22.3% |
| Admin fee / account holder | $0 | $1,415-100.0% | $6,100-100.0% | $3,703-100.0% |