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 | $15,837 | $99,957-84.2% | $149,730-89.4% | $73,493-78.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 7.58% | 53.87%-46.3pp | 276.70%-269.1pp | 28.51%-20.9pp |
| Employer contribution / active EE | $1,000 | $3,191-68.7% | $4,645-78.5% | $2,270-55.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $136 | $551-75.3% | $9,310-98.5% | $513-73.5% |