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 | $44,085 | $122,063-63.9% | $184,256-76.1% | $74,478-40.8% |
| Participation rate | 97.5% | 85.5%+12.0pp | 86.8%+10.6pp | 67.2%+30.2pp |
| Annual return | 5.27% | 19.92%-14.6pp | 28.85%-23.6pp | 1370.56%-1365.3pp |
| Employer contribution / active EE | $2,039 | $4,539-55.1% | $6,427-68.3% | $2,626-22.3% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |