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 | $39,085 | $111,608-65.0% | $177,827-78.0% | $73,412-46.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 34.97% | 18.23%+16.7pp | 48.32%-13.3pp | 59.30%-24.3pp |
| Employer contribution / active EE | $4,525 | $3,796+19.2% | $5,918-23.5% | $2,234+102.6% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,713-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,429-100.0% | $158-100.0% |