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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,969 | $79,438-91.2% | $106,555-93.5% | $79,391-91.2% |
| Participation rate | 99.2% | 74.2%+25.0pp | 76.1%+23.0pp | 70.7%+28.4pp |
| Annual return | -3.92% | 18.27%-22.2pp | 26.80%-30.7pp | 116.88%-120.8pp |
| Employer contribution / active EE | $563 | $2,235-74.8% | $2,819-80.0% | $2,428-76.8% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,399-100.0% | $4,046-100.0% |
| Admin fee / account holder | $17 | $523-96.8% | $7,408-99.8% | $627-97.4% |