Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,571 | $50,199-92.9% | $69,884-94.9% | $66,938-94.7% |
| Participation rate | 91.4% | 66.3%+25.1pp | 70.5%+20.9pp | 69.8%+21.6pp |
| Annual return | -112.50% | -13.85%-98.7pp | 190.81%-303.3pp | 1.58%-114.1pp |
| Employer contribution / active EE | $5,859 | $1,864+214.3% | $2,560+128.9% | $2,545+130.2% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,266-100.0% | $594-100.0% |