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 | $3,394 | $73,988-95.4% | $96,538-96.5% | $75,177-95.5% |
| Participation rate | 94.0% | 66.4%+27.6pp | 74.3%+19.7pp | 67.2%+26.8pp |
| Annual return | -124.11% | 26.73%-150.8pp | 35.74%-159.9pp | 160.75%-284.9pp |
| Employer contribution / active EE | $78,574 | $2,930+2581.4% | $3,740+2000.8% | $2,671+2841.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |