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 | $26,932 | $101,653-73.5% | $147,080-81.7% | $74,459-63.8% |
| Participation rate | 97.9% | 75.6%+22.3pp | 82.2%+15.7pp | 67.2%+30.7pp |
| Annual return | 2.83% | 8754.98%-8752.1pp | 420.17%-417.3pp | 1369.70%-1366.9pp |
| Employer contribution / active EE | $3,518 | $3,813-7.8% | $4,933-28.7% | $2,626+34.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |