Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,406 | $101,653-73.0% | $147,080-81.4% | $74,459-63.2% |
| Participation rate | 90.5% | 75.6%+14.9pp | 82.2%+8.3pp | 67.2%+23.2pp |
| Annual return | 19.80% | 8754.98%-8735.2pp | 420.17%-400.4pp | 1369.70%-1349.9pp |
| Employer contribution / active EE | $2,348 | $3,813-38.4% | $4,933-52.4% | $2,626-10.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |