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 | $40,448 | $78,015-48.2% | $178,505-77.3% | $80,959-50.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | -21.44% | 18.10%-39.5pp | 27.16%-48.6pp | 35.67%-57.1pp |
| Employer contribution / active EE | $2,940 | $2,281+28.9% | $3,955-25.7% | $2,757+6.6% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,160-100.0% | $10,428-100.0% | $6,925-100.0% |