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 | $50,084 | $50,820-1.4% | $155,567-67.8% | $77,671-35.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | -1.71% | 34.85%-36.6pp | 64.74%-66.4pp | 31.21%-32.9pp |
| Employer contribution / active EE | $4,401 | $1,993+120.8% | $4,674-5.8% | $2,726+61.4% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $15,916-100.0% | $430-100.0% |