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 | $48,916 | $47,922+2.1% | $75,901-35.6% | $65,185-25.0% |
| Participation rate | 98.6% | 63.0%+35.7pp | 69.3%+29.4pp | 70.2%+28.4pp |
| Annual return | -38.01% | 24.12%-62.1pp | 30.76%-68.8pp | 29.38%-67.4pp |
| Employer contribution / active EE | $7,078 | $1,557+354.5% | $2,501+183.0% | $2,177+225.2% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,420-100.0% | $847-100.0% |