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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,087 | $266,879-87.2% | $149,721-77.2% | - |
| Participation rate | 99.0% | 82.4%+16.6pp | 87.1%+11.9pp | - |
| Annual return | 5.43% | 8.05%-2.6pp | 1501.67%-1496.2pp | - |
| Employer contribution / active EE | $1,388 | $3,117-55.5% | $5,444-74.5% | - |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,568-100.0% | - |
| Admin fee / account holder | $0 | $11,107-100.0% | $11,282-100.0% | - |