Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,481 | $71,526-97.9% | $98,450-98.5% | $71,495-97.9% |
| Participation rate | 98.3% | 72.7%+25.6pp | 75.2%+23.1pp | 67.9%+30.4pp |
| Annual return | 19.66% | 32.42%-12.8pp | 21.16%-1.5pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,322 | $2,400-44.9% | $3,049-56.6% | $2,589-48.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $4,739-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,961-100.0% | $1,588-100.0% |