Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,049 | $76,112-64.5% | $96,544-72.0% | $71,529-62.2% |
| Participation rate | 80.7% | 74.4%+6.3pp | 76.0%+4.7pp | 67.9%+12.8pp |
| Annual return | -76.30% | 22.80%-99.1pp | 25.88%-102.2pp | 28.97%-105.3pp |
| Employer contribution / active EE | $13,999 | $2,248+522.8% | $2,966+371.9% | $2,590+440.6% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2 | $2,708-99.9% | $8,254-100.0% | $1,588-99.9% |