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 | $22,537 | $82,188-72.6% | $125,391-82.0% | $64,824-65.2% |
| Participation rate | 84.9% | 77.9%+7.0pp | 82.4%+2.5pp | 71.5%+13.4pp |
| Annual return | -18.20% | 3.50%-21.7pp | 572.41%-590.6pp | 32.84%-51.0pp |
| Employer contribution / active EE | $4,247 | $3,617+17.4% | $4,816-11.8% | $2,507+69.4% |
| Participant deferral / active EE | $7,701 | $7,177+7.3% | $7,448+3.4% | $4,311+78.6% |
| Admin fee / account holder | $7 | $163-95.4% | $10,009-99.9% | $188-96.0% |