Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,086 | $48,744-75.2% | $93,727-87.1% | $200,096-94.0% |
| Participation rate | 99.5% | 63.7%+35.8pp | 68.7%+30.8pp | 72.0%+27.5pp |
| Annual return | -41.62% | 15.36%-57.0pp | 133.83%-175.5pp | 34.26%-75.9pp |
| Employer contribution / active EE | $5,634 | $1,140+394.2% | $2,421+132.7% | $3,038+85.5% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $4,417-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,292-100.0% | $269-100.0% |