Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,011 | $76,090-67.1% | $96,569-74.1% | $71,476-65.0% |
| Participation rate | 95.7% | 74.4%+21.3pp | 76.0%+19.8pp | 67.9%+27.8pp |
| Annual return | -18.84% | 22.80%-41.6pp | 25.87%-44.7pp | 28.85%-47.7pp |
| Employer contribution / active EE | $4,393 | $2,247+95.5% | $2,965+48.2% | $2,589+69.7% |
| Participant deferral / active EE | $0 | $4,218-100.0% | $4,851-100.0% | $4,290-100.0% |
| Admin fee / account holder | $5 | $2,707-99.8% | $8,251-99.9% | $1,587-99.7% |