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 | $35,380 | $38,365-7.8% | $84,637-58.2% | $65,186-45.7% |
| Participation rate | 86.5% | 55.7%+30.8pp | 68.2%+18.3pp | 70.2%+16.3pp |
| Annual return | -4.70% | 32.00%-36.7pp | 258.82%-263.5pp | 29.39%-34.1pp |
| Employer contribution / active EE | $1,273 | $1,258+1.2% | $2,653-52.0% | $2,177-41.5% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6 | $451-98.6% | $4,914-99.9% | $847-99.3% |