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 | $10,249 | $77,472-86.8% | $100,415-89.8% | $80,959-87.3% |
| Participation rate | 96.8% | 76.9%+19.9pp | 81.5%+15.3pp | 67.7%+29.1pp |
| Annual return | 3.36% | 37.26%-33.9pp | 49.47%-46.1pp | 35.67%-32.3pp |
| Employer contribution / active EE | $819 | $2,800-70.8% | $3,943-79.2% | $2,757-70.3% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1 | $5,885-100.0% | $7,906-100.0% | $6,925-100.0% |