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 | $24,497 | $66,459-63.1% | $81,353-69.9% | $77,736-68.5% |
| Participation rate | 94.5% | 68.7%+25.8pp | 69.5%+25.0pp | 70.6%+23.9pp |
| Annual return | 22.91% | 15.95%+7.0pp | 24.82%-1.9pp | 31.26%-8.3pp |
| Employer contribution / active EE | $1,640 | $2,156-23.9% | $2,464-33.4% | $2,728-39.9% |
| Participant deferral / active EE | $5,141 | $3,674+39.9% | $3,885+32.4% | $4,651+10.6% |
| Admin fee / account holder | $7 | $585-98.8% | $5,766-99.9% | $433-98.3% |