Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,761 | $45,123-93.9% | $85,240-96.8% | $74,478-96.3% |
| Participation rate | 97.5% | 49.4%+48.1pp | 67.5%+30.0pp | 67.2%+30.3pp |
| Annual return | -3.77% | 26.32%-30.1pp | 66.75%-70.5pp | 1370.56%-1374.3pp |
| Employer contribution / active EE | $322 | $1,459-77.9% | $2,735-88.2% | $2,626-87.7% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |