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 | $22,160 | $44,764-50.5% | $68,808-67.8% | $64,819-65.8% |
| Participation rate | 92.7% | 64.8%+27.9pp | 69.0%+23.7pp | 71.5%+21.2pp |
| Annual return | -19.02% | -10.91%-8.1pp | -6.37%-12.7pp | 32.84%-51.9pp |
| Employer contribution / active EE | $1,804 | $1,775+1.6% | $2,656-32.1% | $2,507-28.0% |
| Participant deferral / active EE | $3,526 | $3,238+8.9% | $3,942-10.6% | $4,311-18.2% |
| Admin fee / account holder | $18 | $151-88.3% | $4,936-99.6% | $188-90.6% |