Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,964 | $64,176-79.8% | $112,249-88.5% | $66,938-80.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -21.19% | -13.80%-7.4pp | 27.48%-48.7pp | 1.58%-22.8pp |
| Employer contribution / active EE | $4,746 | $3,007+57.8% | $3,636+30.5% | $2,545+86.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $73 | $626-88.4% | $6,412-98.9% | $594-87.7% |