Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,391 | $74,347-8.0% | $93,621-26.9% | $67,582+1.2% |
| Participation rate | 99.4% | 80.6%+18.7pp | 75.8%+23.5pp | 71.3%+28.1pp |
| Annual return | -22.97% | 28.07%-51.0pp | 32.76%-55.7pp | 378.57%-401.5pp |
| Employer contribution / active EE | $17,393 | $2,583+573.3% | $2,719+539.7% | $2,148+709.8% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $123-97.8% | $7,890-100.0% | $142-98.1% |