Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,468 | $88,122-74.5% | $141,197-84.1% | $67,582-66.8% |
| Participation rate | 99.5% | 76.5%+23.0pp | 82.5%+17.0pp | 71.3%+28.2pp |
| Annual return | 122.98% | 75.40%+47.6pp | 71.41%+51.6pp | 378.57%-255.6pp |
| Employer contribution / active EE | $3,059 | $3,224-5.1% | $4,736-35.4% | $2,148+42.4% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |