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 | $2,797 | $56,171-95.0% | $108,745-97.4% | $55,167-94.9% |
| Participation rate | 100.0% | 70.7%+29.3pp | 77.7%+22.3pp | 69.0%+31.0pp |
| Annual return | 13.02% | 214.86%-201.8pp | 46.22%-33.2pp | 169.23%-156.2pp |
| Employer contribution / active EE | $800 | $2,153-62.8% | $3,323-75.9% | $1,963-59.2% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $5,121-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $302-99.8% | $6,144-100.0% | $504-99.9% |