Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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 | $744 | $30,107-97.5% | $61,501-98.8% | $64,824-98.9% |
| Participation rate | 96.8% | 36.4%+60.4pp | 52.6%+44.2pp | 71.5%+25.3pp |
| Annual return | 0.00% | -13.99%+14.0pp | 339.04%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $751 | $537+39.9% | $1,160-35.3% | $2,507-70.1% |
| Participant deferral / active EE | $0 | $1,126-100.0% | $2,125-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $2,132-100.0% | $188-100.0% |