Sign up free to preview peer percentile detail
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 | $13,309 | $76,696-82.6% | $96,538-86.2% | $71,529-81.4% |
| Participation rate | 98.5% | 66.6%+31.9pp | 74.3%+24.2pp | 67.9%+30.6pp |
| Annual return | 0.00% | 48.32%-48.3pp | 35.74%-35.7pp | 28.97%-29.0pp |
| Employer contribution / active EE | $6,685 | $3,032+120.5% | $3,740+78.7% | $2,590+158.1% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4 | $2,030-99.8% | $6,737-99.9% | $1,588-99.7% |