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.
Annual investment return 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 | $6,149 | $62,409-90.1% | $120,368-94.9% | $74,546-91.8% |
| Participation rate | 89.6% | 56.8%+32.8pp | 71.9%+17.7pp | 67.2%+22.4pp |
| Annual return | -89.18% | 18.62%-107.8pp | 107.26%-196.4pp | 1366.03%-1455.2pp |
| Employer contribution / active EE | $3,076 | $1,847+66.6% | $3,465-11.2% | $2,624+17.2% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,991-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,394-100.0% | $9,429-100.0% | $1,944-100.0% |