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 | $125,578 | $101,591+23.6% | $147,096-14.6% | $74,429+68.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -8.06% | 8746.45%-8754.5pp | 419.75%-427.8pp | 1368.38%-1376.4pp |
| Employer contribution / active EE | $4,303 | $3,813+12.9% | $4,936-12.8% | $2,625+63.9% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $6 | $1,750-99.7% | $13,005-100.0% | $1,944-99.7% |