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 | $24,848 | $50,956-51.2% | $96,572-74.3% | $86,821-71.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 69.8%+30.2pp | 72.3%+27.7pp |
| Annual return | -2.42% | 21.27%-23.7pp | 37.79%-40.2pp | 97.94%-100.4pp |
| Employer contribution / active EE | $4,338 | $1,111+290.5% | $2,357+84.0% | $2,406+80.3% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,850-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,183-100.0% | $170-100.0% |