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 | $3,398 | $70,002-95.1% | $115,038-97.0% | $52,331-93.5% |
| Participation rate | 97.8% | 72.1%+25.7pp | 81.4%+16.5pp | 68.1%+29.7pp |
| Annual return | -150.83% | 4.04%-154.9pp | 26.14%-177.0pp | 4.54%-155.4pp |
| Employer contribution / active EE | $8,039 | $2,715+196.1% | $4,608+74.5% | $1,882+327.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |