Sign up free to preview peer percentile detail
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 | $24,851 | $122,042-79.6% | $184,260-86.5% | $74,459-66.6% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 1.01% | 19.91%-18.9pp | 28.84%-27.8pp | 1369.70%-1368.7pp |
| Employer contribution / active EE | $6,471 | $4,537+42.6% | $6,427+0.7% | $2,626+146.4% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,898-100.0% | $1,945-100.0% |