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 | $37,604 | $106,264-64.6% | $147,117-74.4% | $77,762-51.6% |
| Participation rate | 99.2% | 78.4%+20.7pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 22.95% | 56.94%-34.0pp | 420.54%-397.6pp | 31.27%-8.3pp |
| Employer contribution / active EE | $2,410 | $4,074-40.8% | $4,932-51.1% | $2,728-11.7% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |