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 | $15,048 | $84,936-82.3% | $111,303-86.5% | $79,393-81.0% |
| Participation rate | 89.8% | 75.9%+13.9pp | 77.3%+12.5pp | 70.7%+19.1pp |
| Annual return | 17.12% | 17.45%-0.3pp | 54.66%-37.5pp | 116.87%-99.7pp |
| Employer contribution / active EE | $1,298 | $1,979-34.4% | $2,731-52.5% | $2,428-46.5% |
| Participant deferral / active EE | $2,646 | $3,888-31.9% | $4,487-41.0% | $4,046-34.6% |
| Admin fee / account holder | $3 | $537-99.4% | $7,966-100.0% | $627-99.5% |