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 | $114,416 | $80,177+42.7% | $123,894-7.7% | $57,658+98.4% |
| Participation rate | 99.3% | 74.4%+24.9pp | 81.4%+17.9pp | 70.2%+29.1pp |
| Annual return | -18.64% | 17.90%-36.5pp | 47.52%-66.2pp | 5.13%-23.8pp |
| Employer contribution / active EE | $7,482 | $2,913+156.9% | $4,617+62.1% | $1,974+279.1% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |