Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,903 | $46,596-78.7% | $64,099-84.6% | $75,181-86.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.78% | 26.04%-5.3pp | 33.70%-12.9pp | 160.69%-139.9pp |
| Employer contribution / active EE | $1,468 | $1,975-25.7% | $2,748-46.6% | $2,671-45.0% |
| Participant deferral / active EE | $2,487 | $2,837-12.3% | $3,881-35.9% | $4,126-39.7% |
| Admin fee / account holder | $4 | $2,954-99.9% | $3,070-99.9% | $5,650-99.9% |