Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,952 | $93,182-66.8% | $146,647-78.9% | $79,389-61.0% |
| Participation rate | 96.6% | 76.4%+20.2pp | 80.1%+16.5pp | 70.7%+25.9pp |
| Annual return | -18.06% | 21.61%-39.7pp | 22.75%-40.8pp | 116.89%-134.9pp |
| Employer contribution / active EE | $5,104 | $2,420+110.9% | $4,137+23.4% | $2,428+110.2% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |