Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,628 | $54,717-93.4% | $86,209-95.8% | $71,495-94.9% |
| Participation rate | 99.1% | 60.1%+39.0pp | 69.0%+30.1pp | 67.9%+31.1pp |
| Annual return | 152.16% | 20.07%+132.1pp | 1169.05%-1016.9pp | 28.85%+123.3pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,853-100.0% | $1,588-100.0% |