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 | $19,566 | $89,652-78.2% | $141,177-86.1% | $65,185-70.0% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.5%+10.8pp | 70.2%+23.1pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.40%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $18,252 | $3,065+495.6% | $4,736+285.4% | $2,177+738.5% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,263-100.0% | $847-100.0% |