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 | $11,521 | $38,833-70.3% | $78,778-85.4% | $77,958-85.2% |
| Participation rate | 95.7% | 60.9%+34.7pp | 69.2%+26.5pp | 71.6%+24.0pp |
| Annual return | -17.74% | 20.31%-38.0pp | 35.62%-53.4pp | 20.87%-38.6pp |
| Employer contribution / active EE | $1,551 | $840+84.8% | $1,986-21.9% | $2,310-32.9% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $5,134-100.0% | $97-100.0% |