Sign up free to preview peer percentile detail
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 | $24,510 | $80,781-69.7% | $102,437-76.1% | $74,478-67.1% |
| Participation rate | 98.9% | 65.7%+33.2pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 286.05% | 27.58%+258.5pp | 24.95%+261.1pp | 1370.56%-1084.5pp |
| Employer contribution / active EE | $4,020 | $3,160+27.2% | $3,871+3.9% | $2,626+53.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |