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 | $35,157 | $101,499-65.4% | $147,005-76.1% | $74,546-52.8% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.2%+9.8pp | 67.2%+24.7pp |
| Annual return | -7.35% | 8732.34%-8739.7pp | 418.76%-426.1pp | 1366.03%-1373.4pp |
| Employer contribution / active EE | $6,866 | $3,811+80.2% | $4,934+39.2% | $2,624+161.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |