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 | $58,432 | $95,406-38.8% | $185,849-68.6% | $85,847-31.9% |
| Participation rate | 90.4% | 68.8%+21.6pp | 81.7%+8.7pp | 69.3%+21.0pp |
| Annual return | 10.17% | 23.59%-13.4pp | 122.10%-111.9pp | 318.61%-308.4pp |
| Employer contribution / active EE | $4,343 | $3,314+31.1% | $5,169-16.0% | $2,565+69.3% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |