Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,302 | $69,774-72.3% | $67,561-71.4% | $74,429-74.1% |
| Participation rate | 94.3% | 71.4%+22.9pp | 72.9%+21.4pp | 67.2%+27.1pp |
| Annual return | 16.33% | -40.53%+56.9pp | 3525.44%-3509.1pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $1,675 | $2,710-38.2% | $2,735-38.8% | $2,625-36.2% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |