Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,087 | $130,294-74.6% | $170,043-80.5% | $71,511-53.7% |
| Participation rate | 90.2% | 86.2%+4.0pp | 87.0%+3.2pp | 67.9%+22.3pp |
| Annual return | -5.67% | 20.36%-26.0pp | 53.40%-59.1pp | 28.86%-34.5pp |
| Employer contribution / active EE | $3,224 | $4,385-26.5% | $6,790-52.5% | $2,589+24.5% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,824-100.0% | $1,588-100.0% |