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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,123 | $61,172-52.4% | $185,851-84.3% | $79,389-63.3% |
| Participation rate | 97.5% | 66.6%+30.9pp | 81.7%+15.8pp | 70.7%+26.8pp |
| Annual return | -15.31% | 19.45%-34.8pp | 122.11%-137.4pp | 116.89%-132.2pp |
| Employer contribution / active EE | $3,329 | $2,321+43.5% | $5,168-35.6% | $2,428+37.1% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,245-100.0% | $626-100.0% |