Sign up free to preview peer percentile detail
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 | $11,989 | $45,109-73.4% | $85,187-85.9% | $77,736-84.6% |
| Participation rate | 99.1% | 48.7%+50.4pp | 67.5%+31.5pp | 70.6%+28.5pp |
| Annual return | -85.39% | 79.55%-164.9pp | 66.67%-152.1pp | 31.26%-116.7pp |
| Employer contribution / active EE | $10,844 | $1,602+577.1% | $2,732+296.9% | $2,728+297.6% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,525-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $915-99.9% | $6,162-100.0% | $433-99.9% |