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 | $5,285 | $70,475-92.5% | $100,525-94.7% | $79,860-93.4% |
| Participation rate | 98.5% | 73.7%+24.8pp | 79.4%+19.1pp | 69.6%+28.9pp |
| Annual return | -46.99% | 21.90%-68.9pp | 30.89%-77.9pp | 31.72%-78.7pp |
| Employer contribution / active EE | $5,871 | $2,165+171.2% | $3,418+71.8% | $2,471+137.6% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,082-100.0% | $5,306-100.0% |