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 | $12,212 | $77,197-84.2% | $86,645-85.9% | $93,010-86.9% |
| Participation rate | 99.6% | 78.2%+21.4pp | 71.7%+27.9pp | 73.9%+25.7pp |
| Annual return | 18.50% | 16.31%+2.2pp | 63.52%-45.0pp | 158.70%-140.2pp |
| Employer contribution / active EE | $425 | $2,514-83.1% | $2,496-83.0% | $2,705-84.3% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $3,700-100.0% | $4,561-100.0% |
| Admin fee / account holder | $4 | $105-96.4% | $5,830-99.9% | $152-97.5% |