Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,441 | $59,402-89.2% | $93,654-93.1% | $74,546-91.4% |
| Participation rate | 92.5% | 59.7%+32.9pp | 68.7%+23.8pp | 67.2%+25.3pp |
| Annual return | 15.17% | 81.86%-66.7pp | 133.34%-118.2pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $3,019 | $1,265+138.7% | $2,421+24.7% | $2,624+15.0% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |