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 | $8,173 | $73,988-89.0% | $96,538-91.5% | $75,177-89.1% |
| Participation rate | 87.2% | 66.4%+20.7pp | 74.3%+12.8pp | 67.2%+20.0pp |
| Annual return | -32.37% | 26.73%-59.1pp | 35.74%-68.1pp | 160.75%-193.1pp |
| Employer contribution / active EE | $2,026 | $2,930-30.9% | $3,740-45.8% | $2,671-24.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |