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 | $9,977 | $65,428-84.8% | $169,397-94.1% | $71,529-86.1% |
| Participation rate | 76.5% | 66.9%+9.7pp | 77.2%-0.6pp | 67.9%+8.6pp |
| Annual return | -10.43% | 21.35%-31.8pp | 406.23%-416.7pp | 28.97%-39.4pp |
| Employer contribution / active EE | $2,812 | $2,064+36.3% | $4,013-29.9% | $2,590+8.6% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $6,223-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,328-100.0% | $9,017-100.0% | $1,588-100.0% |