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 | $48,350 | $59,191-18.3% | $76,767-37.0% | $56,289-14.1% |
| Participation rate | 99.5% | 75.2%+24.3pp | 77.0%+22.5pp | 69.9%+29.6pp |
| Annual return | -22.11% | 6.62%-28.7pp | 2.43%-24.5pp | -9.96%-12.2pp |
| Employer contribution / active EE | $9,730 | $1,759+453.2% | $2,485+291.5% | $2,111+360.9% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |