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 | $7,076 | $68,110-89.6% | $155,556-95.5% | $99,313-92.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 78.2%+21.8pp | 71.7%+28.3pp |
| Annual return | 14.05% | 16.16%-2.1pp | 64.84%-50.8pp | 17.67%-3.6pp |
| Employer contribution / active EE | $342 | $2,291-85.1% | $4,675-92.7% | $3,264-89.5% |
| Participant deferral / active EE | $934 | $3,865-75.8% | $5,631-83.4% | $5,346-82.5% |
| Admin fee / account holder | $28 | $94-70.1% | $15,885-99.8% | $109-74.3% |