Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,697 | $80,763-75.6% | $102,412-80.8% | $74,459-73.5% |
| Participation rate | 97.6% | 65.7%+31.9pp | 74.5%+23.1pp | 67.2%+30.4pp |
| Annual return | -61.88% | 27.57%-89.5pp | 24.94%-86.8pp | 1369.70%-1431.6pp |
| Employer contribution / active EE | $9,365 | $3,160+196.4% | $3,870+142.0% | $2,626+256.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |