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 | $18,900 | $91,517-79.3% | $101,275-81.3% | $73,412-74.3% |
| Participation rate | 97.7% | 73.8%+24.0pp | 75.8%+21.9pp | 72.2%+25.6pp |
| Annual return | 139.49% | 17.17%+122.3pp | 46.48%+93.0pp | 59.30%+80.2pp |
| Employer contribution / active EE | $788 | $2,877-72.6% | $3,660-78.5% | $2,234-64.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $5 | $216-97.5% | $5,948-99.9% | $158-96.6% |