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 | $8,982 | $90,745-90.1% | $130,270-93.1% | $75,177-88.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 7.10% | 34.45%-27.4pp | 38.89%-31.8pp | 160.75%-153.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,128-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,797-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,331-100.0% | $6,022-100.0% | $5,651-100.0% |