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.
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 | $22,872 | $54,245-57.8% | $93,727-75.6% | $77,762-70.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 2.24% | 30.58%-28.3pp | 133.83%-131.6pp | 31.27%-29.0pp |
| Employer contribution / active EE | $2,452 | $1,168+110.0% | $2,421+1.3% | $2,728-10.1% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |