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 | $36,752 | $58,312-37.0% | $86,656-57.6% | $71,529-48.6% |
| Participation rate | 97.7% | 65.0%+32.7pp | 71.7%+26.0pp | 67.9%+29.8pp |
| Annual return | 2.25% | 24.08%-21.8pp | 593.09%-590.8pp | 28.97%-26.7pp |
| Employer contribution / active EE | $6,224 | $2,576+141.6% | $3,025+105.7% | $2,590+140.3% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,619-100.0% | $1,588-100.0% |