Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,339 | $36,707-69.1% | $69,632-83.7% | $77,762-85.4% |
| Participation rate | 97.3% | 64.1%+33.2pp | 66.4%+30.9pp | 70.6%+26.7pp |
| Annual return | 22.24% | 39.03%-16.8pp | 101.32%-79.1pp | 31.27%-9.0pp |
| Employer contribution / active EE | $833 | $1,236-32.6% | $1,708-51.2% | $2,728-69.5% |
| Participant deferral / active EE | $0 | $2,710-100.0% | $2,889-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $510-99.7% | $4,695-100.0% | $433-99.7% |