Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,548 | $56,540-88.4% | $185,851-96.5% | $86,821-92.5% |
| Participation rate | 77.3% | 65.5%+11.8pp | 81.7%-4.4pp | 72.3%+5.0pp |
| Annual return | 16.09% | 118.20%-102.1pp | 122.11%-106.0pp | 97.94%-81.8pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,104 | $2,555-17.7% | $5,569-62.2% | $4,132-49.1% |
| Admin fee / account holder | $43 | $150-71.2% | $16,245-99.7% | $170-74.6% |