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 | $13,187 | $75,058-82.4% | $152,301-91.3% | $64,340-79.5% |
| Participation rate | 98.0% | 60.9%+37.1pp | 82.4%+15.6pp | 55.2%+42.8pp |
| Annual return | -11.26% | 29.93%-41.2pp | 80.50%-91.8pp | 24.14%-35.4pp |
| Employer contribution / active EE | $3,009 | $2,605+15.5% | $4,624-34.9% | $1,862+61.7% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $8,004-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,050-100.0% | $14,398-100.0% | $3,703-100.0% |