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 | $12,387 | $99,016-87.5% | $93,759-86.8% | $66,938-81.5% |
| Participation rate | 85.1% | 82.1%+3.0pp | 81.0%+4.1pp | 69.8%+15.3pp |
| Annual return | -16.88% | -14.59%-2.3pp | -11.33%-5.5pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,407 | $4,769-49.5% | $4,324-44.3% | $2,545-5.4% |
| Participant deferral / active EE | $4,341 | $6,689-35.1% | $6,096-28.8% | $4,238+2.4% |
| Admin fee / account holder | $30 | $477-93.6% | $7,197-99.6% | $594-94.9% |