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 | $5,026 | $55,453-90.9% | $170,435-97.1% | $62,293-91.9% |
| Participation rate | 91.0% | 66.4%+24.6pp | 83.6%+7.4pp | 69.5%+21.5pp |
| Annual return | -27.88% | 21.38%-49.3pp | 205.94%-233.8pp | 28.90%-56.8pp |
| Employer contribution / active EE | $2,052 | $2,164-5.2% | $5,432-62.2% | $2,042+0.5% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |