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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,500 | $111,608-93.3% | $177,848-95.8% | $73,412-89.8% |
| Participation rate | 99.8% | 87.9%+11.9pp | 87.7%+12.1pp | 72.2%+27.6pp |
| Annual return | 25.32% | 18.23%+7.1pp | 48.33%-23.0pp | 59.30%-34.0pp |
| Employer contribution / active EE | $779 | $3,796-79.5% | $5,919-86.8% | $2,234-65.1% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,431-100.0% | $158-100.0% |