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 | $53,239 | $59,448-10.4% | $93,696-43.2% | $74,459-28.5% |
| Participation rate | 95.4% | 59.6%+35.8pp | 68.7%+26.7pp | 67.2%+28.2pp |
| Annual return | -4.83% | 82.11%-86.9pp | 133.74%-138.6pp | 1369.70%-1374.5pp |
| Employer contribution / active EE | $5,230 | $1,266+313.0% | $2,422+115.9% | $2,626+99.2% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,027-100.0% | $8,287-100.0% | $1,945-100.0% |