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.
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 | $16,879 | $49,138-65.7% | $84,020-79.9% | $65,185-74.1% |
| Participation rate | 74.2% | 60.7%+13.4pp | 69.0%+5.2pp | 70.2%+4.0pp |
| Annual return | 20.60% | 23.00%-2.4pp | 71.31%-50.7pp | 29.38%-8.8pp |
| Employer contribution / active EE | $772 | $914-15.5% | $1,984-61.1% | $2,177-64.5% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $543-99.9% | $6,101-100.0% | $847-99.9% |