Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,126 | $43,504+12.9% | $68,612-28.4% | $56,289-12.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -40.75% | -3.15%-37.6pp | -4.63%-36.1pp | -9.96%-30.8pp |
| Employer contribution / active EE | $4,482 | $1,525+193.9% | $2,625+70.8% | $2,111+112.3% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |