Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,420 | $102,661-86.0% | $151,639-90.5% | $66,938-78.5% |
| Participation rate | 94.3% | 85.5%+8.8pp | 87.5%+6.8pp | 69.8%+24.5pp |
| Annual return | 21.30% | -10.81%+32.1pp | 3.34%+18.0pp | 1.58%+19.7pp |
| Employer contribution / active EE | $5,486 | $4,184+31.1% | $6,165-11.0% | $2,545+115.6% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,613-100.0% | $594-100.0% |