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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,276 | $26,805-91.5% | $59,496-96.2% | $52,331-95.7% |
| Participation rate | 83.5% | 39.3%+44.1pp | 54.6%+28.9pp | 68.1%+15.4pp |
| Annual return | 0.00% | 2.61%-2.6pp | 182.05%-182.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,900 | $450+322.3% | $1,153+64.8% | $1,882+1.0% |
| Participant deferral / active EE | $0 | $916-100.0% | $1,829-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $305-100.0% | $2,232-100.0% | $592-100.0% |