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 | $14,891 | $65,092-77.1% | $143,799-89.6% | $66,938-77.8% |
| Participation rate | 84.0% | 65.2%+18.8pp | 80.3%+3.7pp | 69.8%+14.2pp |
| Annual return | -26.50% | -11.14%-15.4pp | -0.04%-26.5pp | 1.58%-28.1pp |
| Employer contribution / active EE | $4,241 | $2,362+79.6% | $4,952-14.4% | $2,545+66.6% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,677-100.0% | $594-100.0% |