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 | $3,952 | $69,383-94.3% | $101,275-96.1% | $73,497-94.6% |
| Participation rate | 99.2% | 68.4%+30.8pp | 75.8%+23.4pp | 70.7%+28.5pp |
| Annual return | -26.68% | 18.46%-45.1pp | 46.48%-73.2pp | 28.51%-55.2pp |
| Employer contribution / active EE | $1,394 | $2,628-47.0% | $3,660-61.9% | $2,270-38.6% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $704-98.9% | $5,948-99.9% | $513-98.6% |