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 | $71,997 | $54,717+31.6% | $86,216-16.5% | $71,511+0.7% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -3.35% | 20.07%-23.4pp | 1169.42%-1172.8pp | 28.86%-32.2pp |
| Employer contribution / active EE | $5,046 | $1,267+298.3% | $2,382+111.9% | $2,589+94.9% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $9 | $1,922-99.5% | $6,853-99.9% | $1,588-99.4% |