Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,375 | $76,090-86.4% | $96,569-89.3% | $71,476-85.5% |
| Participation rate | 88.7% | 74.4%+14.3pp | 76.0%+12.7pp | 67.9%+20.8pp |
| Annual return | 0.00% | 22.80%-22.8pp | 25.87%-25.9pp | 28.85%-28.8pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $4,218-100.0% | $4,851-100.0% | $4,290-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,251-100.0% | $1,587-100.0% |