Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,768 | $88,186-88.9% | $165,071-94.1% | $74,459-86.9% |
| Participation rate | 98.1% | 73.1%+25.0pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | -87.32% | 17.13%-104.5pp | 70.17%-157.5pp | 1369.70%-1457.0pp |
| Employer contribution / active EE | $6,393 | $2,600+145.9% | $4,347+47.1% | $2,626+143.5% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |