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 | $96,210 | $81,948+17.4% | $90,766+6.0% | $64,824+48.4% |
| Participation rate | 99.7% | 80.5%+19.3pp | 75.7%+24.0pp | 71.5%+28.3pp |
| Annual return | -56.03% | -12.53%-43.5pp | -12.16%-43.9pp | 32.84%-88.9pp |
| Employer contribution / active EE | $4,698 | $3,067+53.2% | $2,922+60.8% | $2,507+87.4% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,446-100.0% | $188-100.0% |