Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,052 | $56,134-64.3% | $96,161-79.1% | $85,856-76.6% |
| Participation rate | 97.9% | 56.7%+41.2pp | 68.4%+29.4pp | 69.3%+28.6pp |
| Annual return | -108.67% | 42.30%-151.0pp | 192.01%-300.7pp | 318.58%-427.3pp |
| Employer contribution / active EE | $32,313 | $1,620+1894.4% | $2,798+1054.8% | $2,565+1159.7% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |