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 | $13,326 | $55,636-76.0% | $81,982-83.7% | $73,497-81.9% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.3%+30.7pp | 70.7%+29.3pp |
| Annual return | 15.83% | 19.07%-3.2pp | 41.31%-25.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,427 | $2,762-48.3% | $3,722-61.7% | $3,740-61.8% |
| Admin fee / account holder | $11 | $493-97.8% | $5,665-99.8% | $513-97.9% |