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 | $13,995 | $100,573-86.1% | $149,600-90.6% | $100,573-86.1% |
| Participation rate | 99.2% | 70.9%+28.3pp | 77.2%+22.1pp | 70.9%+28.3pp |
| Annual return | -21.10% | 18.89%-40.0pp | 129.59%-150.7pp | 18.89%-40.0pp |
| Employer contribution / active EE | $5,853 | $3,763+55.5% | $4,193+39.6% | $3,763+55.5% |
| Participant deferral / active EE | $0 | $4,921-100.0% | $7,203-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $454-100.0% | $13,963-100.0% | $454-100.0% |