Sign up free to preview peer percentile detail
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 | $10,241 | $101,653-89.9% | $147,080-93.0% | $74,459-86.2% |
| Participation rate | 92.4% | 75.6%+16.9pp | 82.2%+10.2pp | 67.2%+25.2pp |
| Annual return | -76.66% | 8754.98%-8831.6pp | 420.17%-496.8pp | 1369.70%-1446.4pp |
| Employer contribution / active EE | $5,859 | $3,813+53.6% | $4,933+18.8% | $2,626+123.1% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |