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 | $64,112 | $37,463+71.1% | $77,096-16.8% | $66,938-4.2% |
| Participation rate | 97.8% | 52.9%+44.9pp | 67.9%+29.9pp | 69.8%+28.0pp |
| Annual return | -22.21% | -3.25%-19.0pp | 42.35%-64.6pp | 1.58%-23.8pp |
| Employer contribution / active EE | $9,680 | $1,535+530.7% | $2,814+244.0% | $2,545+280.3% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,429-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,428-100.0% | $594-100.0% |