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 | $5,225 | $83,045-93.7% | $130,045-96.0% | $71,511-92.7% |
| Participation rate | 94.7% | 74.1%+20.6pp | 78.5%+16.2pp | 67.9%+26.7pp |
| Annual return | 0.00% | 20.61%-20.6pp | -137.30%+137.3pp | 28.86%-28.9pp |
| Employer contribution / active EE | $14,894 | $2,623+467.8% | $4,321+244.7% | $2,589+475.2% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,600-100.0% | $1,588-100.0% |