Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,078 | $65,125-79.9% | $143,797-90.9% | $66,949-80.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.56% | -11.13%-5.4pp | -0.04%-16.5pp | 1.57%-18.1pp |
| Employer contribution / active EE | $2,222 | $2,362-5.9% | $4,952-55.1% | $2,545-12.7% |
| Participant deferral / active EE | $1,659 | $2,920-43.2% | $5,638-70.6% | $4,239-60.9% |
| Admin fee / account holder | $13 | $503-97.5% | $14,679-99.9% | $594-97.9% |