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 | $11,704 | $82,188-85.8% | $125,391-90.7% | $64,824-81.9% |
| Participation rate | 85.9% | 77.9%+8.0pp | 82.4%+3.6pp | 71.5%+14.5pp |
| Annual return | -12.29% | 3.50%-15.8pp | 572.41%-584.7pp | 32.84%-45.1pp |
| Employer contribution / active EE | $3,269 | $3,617-9.6% | $4,816-32.1% | $2,507+30.4% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |