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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,279 | $82,188-69.2% | $125,391-79.8% | $64,824-61.0% |
| Participation rate | 99.6% | 77.9%+21.7pp | 82.4%+17.2pp | 71.5%+28.1pp |
| Annual return | 31.69% | 3.50%+28.2pp | 572.41%-540.7pp | 32.84%-1.2pp |
| Employer contribution / active EE | $24 | $3,617-99.3% | $4,816-99.5% | $2,507-99.1% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |