Sign up free to preview peer percentile detail
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 | $28,536 | $100,272-71.5% | $170,028-83.2% | $74,440-61.7% |
| Participation rate | 98.9% | 87.4%+11.6pp | 87.0%+11.9pp | 70.7%+28.2pp |
| Annual return | 1.98% | 66.12%-64.1pp | 53.39%-51.4pp | 34.37%-32.4pp |
| Employer contribution / active EE | $3,077 | $4,266-27.9% | $6,788-54.7% | $2,638+16.7% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,409-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,820-100.0% | $348-100.0% |