Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,707 | $38,967-5.8% | $86,233-57.4% | $79,634-53.9% |
| Participation rate | 93.0% | 34.1%+58.9pp | 69.0%+24.0pp | 62.5%+30.5pp |
| Annual return | -35.63% | 49.90%-85.5pp | 61.39%-97.0pp | 36.46%-72.1pp |
| Employer contribution / active EE | $3,268 | $868+276.3% | $2,504+30.5% | $2,529+29.2% |
| Participant deferral / active EE | $0 | $1,663-100.0% | $4,559-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $2,660-100.0% | $8,342-100.0% | $1,002-100.0% |