Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,617 | $76,696-75.7% | $96,538-80.7% | $71,529-74.0% |
| Participation rate | 99.1% | 66.6%+32.6pp | 74.3%+24.8pp | 67.9%+31.2pp |
| Annual return | -2016.25% | 48.32%-2064.6pp | 35.74%-2052.0pp | 28.97%-2045.2pp |
| Employer contribution / active EE | $33,245 | $3,032+996.7% | $3,740+788.9% | $2,590+1183.7% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4 | $2,030-99.8% | $6,737-99.9% | $1,588-99.8% |