Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,810 | $101,653-84.4% | $147,080-89.3% | $74,459-78.8% |
| Participation rate | 92.5% | 75.6%+16.9pp | 82.2%+10.3pp | 67.2%+25.2pp |
| Annual return | 14.77% | 8754.98%-8740.2pp | 420.17%-405.4pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $2,448 | $3,813-35.8% | $4,933-50.4% | $2,626-6.8% |
| Participant deferral / active EE | $3,391 | $7,304-53.6% | $8,066-58.0% | $4,350-22.1% |
| Admin fee / account holder | $115 | $1,752-93.4% | $12,989-99.1% | $1,945-94.1% |