Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,802 | $81,537-89.2% | $149,721-94.1% | $69,631-87.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 0.00% | 22.79%-22.8pp | 1501.67%-1501.7pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $8,854 | $3,239+173.4% | $5,444+62.6% | $2,032+335.7% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |