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.
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 | $9,288 | $44,714-79.2% | $91,225-89.8% | $66,938-86.1% |
| Participation rate | 91.0% | 65.0%+26.0pp | 73.2%+17.8pp | 69.8%+21.2pp |
| Annual return | -7.07% | -12.25%+5.2pp | 114.12%-121.2pp | 1.58%-8.7pp |
| Employer contribution / active EE | $300 | $1,710-82.5% | $2,851-89.5% | $2,545-88.2% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,233-100.0% | $4,238-100.0% |
| Admin fee / account holder | $40 | $521-92.3% | $5,422-99.3% | $594-93.2% |