Sign up free to preview peer percentile detail
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 | $8,664 | $2,687,218-99.7% | $165,071-94.8% | $199,960-95.7% |
| Participation rate | 99.2% | 78.3%+20.9pp | 78.6%+20.6pp | 72.0%+27.2pp |
| Annual return | -24.12% | 17.94%-42.1pp | 70.17%-94.3pp | 34.28%-58.4pp |
| Employer contribution / active EE | $2,738 | $2,958-7.4% | $4,347-37.0% | $3,036-9.8% |
| Participant deferral / active EE | $0 | $5,002-100.0% | $6,035-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $12,695-100.0% | $269-100.0% |