Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,482 | $81,494-33.1% | $133,978-59.3% | $73,497-25.9% |
| Participation rate | 95.6% | 76.4%+19.2pp | 79.8%+15.7pp | 70.7%+24.9pp |
| Annual return | 1.09% | 19.40%-18.3pp | 45.10%-44.0pp | 28.51%-27.4pp |
| Employer contribution / active EE | $3,319 | $2,210+50.2% | $3,919-15.3% | $2,270+46.2% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |