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 | $162,222 | $95,904+69.2% | $173,730-6.6% | $64,340+152.1% |
| Participation rate | 94.3% | 60.6%+33.7pp | 79.6%+14.8pp | 55.2%+39.1pp |
| Annual return | -2.20% | 17.47%-19.7pp | 19.96%-22.2pp | 24.14%-26.3pp |
| Employer contribution / active EE | $14,727 | $2,323+534.1% | $4,577+221.7% | $1,862+691.1% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $5,089-100.0% | $17,523-100.0% | $3,703-100.0% |