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 | $28,233 | $91,474-69.1% | $135,982-79.2% | $71,529-60.5% |
| Participation rate | 99.2% | 75.7%+23.6pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 6.04% | 29.89%-23.9pp | 68.32%-62.3pp | 28.97%-22.9pp |
| Employer contribution / active EE | $1,923 | $3,705-48.1% | $4,859-60.4% | $2,590-25.7% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |