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 | $13,147 | $73,638-82.1% | $95,964-86.3% | $73,497-82.1% |
| Participation rate | 99.6% | 76.2%+23.4pp | 77.1%+22.5pp | 70.7%+28.9pp |
| Annual return | -31.35% | 16.78%-48.1pp | 91.64%-123.0pp | 28.51%-59.9pp |
| Employer contribution / active EE | $521 | $1,863-72.0% | $2,541-79.5% | $2,270-77.0% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |