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 | $4,232 | $62,132-93.2% | $185,835-97.7% | $73,493-94.2% |
| Participation rate | 92.7% | 67.8%+24.9pp | 78.0%+14.6pp | 70.7%+22.0pp |
| Annual return | 46.04% | 20.44%+25.6pp | 35.96%+10.1pp | 28.51%+17.5pp |
| Employer contribution / active EE | $907 | $1,681-46.1% | $4,087-77.8% | $2,270-60.1% |
| Participant deferral / active EE | $1,480 | $3,711-60.1% | $5,633-73.7% | $3,740-60.4% |
| Admin fee / account holder | $12 | $419-97.2% | $9,502-99.9% | $513-97.7% |