Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,095 | $65,322-90.7% | $70,462-91.4% | $73,493-91.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 54.42% | 15.71%+38.7pp | 109.08%-54.7pp | 28.51%+25.9pp |
| Employer contribution / active EE | $615 | $2,460-75.0% | $2,737-77.5% | $2,270-72.9% |
| Participant deferral / active EE | $3,383 | $3,375+0.2% | $3,710-8.8% | $3,740-9.5% |
| Admin fee / account holder | $59 | $214-72.3% | $3,845-98.5% | $513-88.4% |