Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,465 | $110,675+50.4% | $115,599+44.0% | $71,012+134.4% |
| Participation rate | 97.1% | 77.3%+19.8pp | 74.3%+22.8pp | 58.6%+38.5pp |
| Annual return | -15.54% | 14.15%-29.7pp | 111.10%-126.6pp | 37.67%-53.2pp |
| Employer contribution / active EE | $2,282 | $3,949-42.2% | $2,955-22.8% | $2,348-2.8% |
| Participant deferral / active EE | $0 | $4,947-100.0% | $4,889-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $775-100.0% | $12,841-100.0% | $1,167-100.0% |