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 | $88,968 | $101,672-12.5% | $147,117-39.5% | $74,478+19.5% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.2pp |
| Annual return | -3.77% | 8757.83%-8761.6pp | 420.54%-424.3pp | 1370.56%-1374.3pp |
| Employer contribution / active EE | $3,012 | $3,813-21.0% | $4,932-38.9% | $2,626+14.7% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $8 | $1,753-99.6% | $12,993-99.9% | $1,946-99.6% |