Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,395 | $130,294-76.7% | $170,004-82.1% | $71,476-57.5% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 34.51% | 20.36%+14.1pp | 53.39%-18.9pp | 28.85%+5.7pp |
| Employer contribution / active EE | $3,359 | $4,385-23.4% | $6,786-50.5% | $2,589+29.8% |
| Participant deferral / active EE | $6,110 | $6,928-11.8% | $10,408-41.3% | $4,290+42.4% |
| Admin fee / account holder | $42 | $966-95.7% | $12,816-99.7% | $1,587-97.4% |