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 | $4,350 | $54,717-92.1% | $86,216-95.0% | $71,511-93.9% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 6.87% | 20.07%-13.2pp | 1169.42%-1162.5pp | 28.86%-22.0pp |
| Employer contribution / active EE | $1,042 | $1,267-17.8% | $2,382-56.3% | $2,589-59.8% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $1,922-100.0% | $6,853-100.0% | $1,588-100.0% |