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 | $9,037 | $69,305-87.0% | $82,312-89.0% | $69,631-87.0% |
| Participation rate | 82.5% | 80.3%+2.2pp | 76.9%+5.6pp | 70.7%+11.8pp |
| Annual return | 14.77% | 21.47%-6.7pp | 25.88%-11.1pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $782 | $1,887-58.5% | $2,428-67.8% | $2,032-61.5% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1 | $97-99.4% | $5,608-100.0% | $110-99.5% |