Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,820 | $83,023-87.0% | $102,437-89.4% | $77,762-86.1% |
| Participation rate | 97.0% | 71.5%+25.5pp | 74.5%+22.5pp | 70.6%+26.4pp |
| Annual return | 215.94% | 19.12%+196.8pp | 24.95%+191.0pp | 31.27%+184.7pp |
| Employer contribution / active EE | $1,872 | $3,552-47.3% | $3,871-51.6% | $2,728-31.4% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $639-99.9% | $8,388-100.0% | $433-99.9% |