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 | $3,354 | $64,176-94.8% | $112,263-97.0% | $66,949-95.0% |
| Participation rate | 99.3% | 68.4%+30.8pp | 75.1%+24.2pp | 69.8%+29.5pp |
| Annual return | -217.36% | -13.80%-203.6pp | 27.49%-244.9pp | 1.57%-218.9pp |
| Employer contribution / active EE | $13,807 | $3,007+359.2% | $3,636+279.7% | $2,545+442.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |