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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,336 | $65,582-72.0% | $64,101-71.4% | $71,511-74.4% |
| Participation rate | 85.4% | 73.2%+12.2pp | 72.3%+13.1pp | 67.9%+17.4pp |
| Annual return | 12.04% | 18.96%-6.9pp | 33.72%-21.7pp | 28.86%-16.8pp |
| Employer contribution / active EE | $522 | $2,671-80.4% | $2,749-81.0% | $2,589-79.8% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4 | $616-99.3% | $3,070-99.9% | $1,588-99.7% |