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 | $35,903 | $74,347-51.7% | $93,621-61.7% | $67,582-46.9% |
| Participation rate | 99.5% | 80.6%+18.9pp | 75.8%+23.7pp | 71.3%+28.2pp |
| Annual return | 1.23% | 28.07%-26.8pp | 32.76%-31.5pp | 378.57%-377.3pp |
| Employer contribution / active EE | $2,027 | $2,583-21.5% | $2,719-25.5% | $2,148-5.6% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,890-100.0% | $142-100.0% |