Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,723 | $106,236-96.5% | $112,263-96.7% | $64,824-94.3% |
| Participation rate | 95.1% | 71.7%+23.4pp | 75.1%+20.0pp | 71.5%+23.6pp |
| Annual return | -71.08% | -6.02%-65.1pp | 27.49%-98.6pp | 32.84%-103.9pp |
| Employer contribution / active EE | $1,745 | $3,167-44.9% | $3,636-52.0% | $2,507-30.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $1 | $452-99.9% | $6,410-100.0% | $188-99.7% |