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 | $138,831 | $76,383+81.8% | $121,663+14.1% | $64,340+115.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 74.5%+25.5pp | 55.2%+44.8pp |
| Annual return | -4.03% | 16.98%-21.0pp | 147.54%-151.6pp | 24.14%-28.2pp |
| Employer contribution / active EE | $15,961 | $1,943+721.6% | $3,020+428.5% | $1,862+757.3% |
| Participant deferral / active EE | $0 | $3,149-100.0% | $4,887-100.0% | $2,980-100.0% |
| Admin fee / account holder | $18 | $4,142-99.6% | $14,289-99.9% | $3,703-99.5% |