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 | $62,088 | $101,591-38.9% | $147,096-57.8% | $74,429-16.6% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | -16.07% | 8746.45%-8762.5pp | 419.75%-435.8pp | 1368.38%-1384.5pp |
| Employer contribution / active EE | $4,664 | $3,813+22.3% | $4,936-5.5% | $2,625+77.7% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3 | $1,750-99.8% | $13,005-100.0% | $1,944-99.9% |