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 | $4,259 | $66,319-93.6% | $93,621-95.5% | $65,185-93.5% |
| Participation rate | 96.9% | 74.0%+22.9pp | 75.8%+21.1pp | 70.2%+26.7pp |
| Annual return | 0.00% | 42.59%-42.6pp | 32.76%-32.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,352 | $2,013-32.8% | $2,719-50.3% | $2,177-37.9% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |