Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $106,992 | $76,112+40.6% | $96,544+10.8% | $71,529+49.6% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.1pp | 67.9%+31.1pp |
| Annual return | -20.19% | 22.80%-43.0pp | 25.88%-46.1pp | 28.97%-49.2pp |
| Employer contribution / active EE | $9,426 | $2,248+319.3% | $2,966+217.8% | $2,590+264.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $6 | $2,708-99.8% | $8,254-99.9% | $1,588-99.6% |