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 | $108,343 | $84,936+27.6% | $111,308-2.7% | $79,391+36.5% |
| Participation rate | 99.2% | 75.9%+23.4pp | 77.3%+21.9pp | 70.7%+28.5pp |
| Annual return | -9.08% | 17.45%-26.5pp | 54.67%-63.7pp | 116.88%-126.0pp |
| Employer contribution / active EE | $6,335 | $1,979+220.1% | $2,732+131.9% | $2,428+160.9% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |