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 | $30,231 | $100,801-70.0% | $149,745-79.8% | $73,412-58.8% |
| Participation rate | 96.2% | 77.7%+18.5pp | 82.5%+13.8pp | 72.2%+24.1pp |
| Annual return | 26.30% | 265.34%-239.0pp | 276.72%-250.4pp | 59.30%-33.0pp |
| Employer contribution / active EE | $3,081 | $3,312-7.0% | $4,646-33.7% | $2,234+37.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $4 | $181-97.8% | $9,312-100.0% | $158-97.4% |