Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,054 | $51,447-76.6% | $104,614-88.5% | $73,412-83.6% |
| Participation rate | 99.4% | 68.2%+31.2pp | 74.1%+25.3pp | 72.2%+27.2pp |
| Annual return | -13.35% | 25.06%-38.4pp | 340.56%-353.9pp | 59.30%-72.6pp |
| Employer contribution / active EE | $929 | $1,441-35.5% | $2,681-65.4% | $2,234-58.4% |
| Participant deferral / active EE | $0 | $3,058-100.0% | $3,739-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $6,464-100.0% | $158-100.0% |