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 | $25,833 | $155,795-83.4% | $136,298-81.0% | $69,631-62.9% |
| Participation rate | 99.7% | 75.2%+24.4pp | 81.9%+17.7pp | 70.7%+29.0pp |
| Annual return | -5.74% | 232464.33%-232470.1pp | 5156.27%-5162.0pp | 27571.02%-27576.8pp |
| Employer contribution / active EE | $3,862 | $2,991+29.1% | $4,696-17.7% | $2,032+90.1% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $5 | $128-96.1% | $9,244-99.9% | $110-95.5% |