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 | $38,029 | $58,726-35.2% | $92,240-58.8% | $62,293-39.0% |
| Participation rate | 92.2% | 68.3%+23.9pp | 76.5%+15.8pp | 69.5%+22.7pp |
| Annual return | 7.74% | 43.62%-35.9pp | 176.29%-168.6pp | 28.90%-21.2pp |
| Employer contribution / active EE | $4,086 | $2,392+70.8% | $3,680+11.0% | $2,042+100.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |