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 | $51,313 | $81,276-36.9% | $155,574-67.0% | $80,925-36.6% |
| Participation rate | 93.2% | 66.2%+26.9pp | 78.2%+15.0pp | 67.7%+25.5pp |
| Annual return | -44.31% | 33.36%-77.7pp | 64.87%-109.2pp | 35.65%-80.0pp |
| Employer contribution / active EE | $10,562 | $3,103+240.4% | $4,676+125.9% | $2,756+283.2% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |