Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $67,663 | $79,223-14.6% | $102,460-34.0% | $74,478-9.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -6.80% | 54.98%-61.8pp | 29.47%-36.3pp | 1370.56%-1377.4pp |
| Employer contribution / active EE | $6,153 | $2,363+160.4% | $3,025+103.4% | $2,626+134.3% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3 | $2,003-99.8% | $9,460-100.0% | $1,946-99.8% |