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 | $68,114 | $86,949-21.7% | $102,460-33.5% | $80,959-15.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -1.97% | 18.89%-20.9pp | 29.47%-31.4pp | 35.67%-37.6pp |
| Employer contribution / active EE | $12,428 | $2,370+424.5% | $3,025+310.8% | $2,757+350.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |