Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,043 | $78,607-92.3% | $105,624-94.3% | $74,478-91.9% |
| Participation rate | 95.2% | 72.8%+22.4pp | 75.3%+19.9pp | 67.2%+28.0pp |
| Annual return | 275.41% | 15.96%+259.5pp | 116.20%+159.2pp | 1370.56%-1095.1pp |
| Employer contribution / active EE | $758 | $2,523-70.0% | $3,168-76.1% | $2,626-71.1% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $8 | $2,220-99.6% | $10,961-99.9% | $1,946-99.6% |