Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,463 | $101,653-94.6% | $147,080-96.3% | $74,459-92.7% |
| Participation rate | 98.4% | 75.6%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | -140.14% | 8754.98%-8895.1pp | 420.17%-560.3pp | 1369.70%-1509.8pp |
| Employer contribution / active EE | $10,351 | $3,813+171.4% | $4,933+109.8% | $2,626+294.2% |
| 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% |