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 | $6,600 | $116,081-94.3% | $156,181-95.8% | $79,634-91.7% |
| Participation rate | 98.7% | 75.6%+23.1pp | 78.8%+19.9pp | 62.5%+36.2pp |
| Annual return | -99.78% | 15.89%-115.7pp | 64.87%-164.7pp | 36.46%-136.2pp |
| Employer contribution / active EE | $8,918 | $2,828+215.3% | $4,294+107.7% | $2,529+252.6% |
| Participant deferral / active EE | $0 | $4,584-100.0% | $6,132-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $854-100.0% | $14,586-100.0% | $1,002-100.0% |