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 | $21,115 | $65,246-67.6% | $98,716-78.6% | $67,986-68.9% |
| Participation rate | 85.3% | 51.4%+33.9pp | 69.3%+16.0pp | 57.2%+28.1pp |
| Annual return | 12.09% | 20.58%-8.5pp | 31.81%-19.7pp | 31.67%-19.6pp |
| Employer contribution / active EE | $2,364 | $1,042+126.9% | $2,279+3.8% | $2,019+17.1% |
| Participant deferral / active EE | $0 | $2,594-100.0% | $4,048-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,561-100.0% | $8,703-100.0% | $3,203-100.0% |