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 | $34,887 | $122,239-71.5% | $184,200-81.1% | $74,546-53.2% |
| Participation rate | 99.5% | 85.5%+14.1pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | -20.56% | 19.95%-40.5pp | 28.80%-49.4pp | 1366.03%-1386.6pp |
| Employer contribution / active EE | $4,751 | $4,537+4.7% | $6,424-26.0% | $2,624+81.0% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $18 | $1,260-98.6% | $13,907-99.9% | $1,944-99.1% |