Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $172,930 | $59,467+190.8% | $93,727+84.5% | $74,478+132.2% |
| Participation rate | 98.1% | 59.6%+38.5pp | 68.7%+29.4pp | 67.2%+30.9pp |
| Annual return | 1.90% | 82.14%-80.2pp | 133.83%-131.9pp | 1370.56%-1368.7pp |
| Employer contribution / active EE | $14,349 | $1,267+1032.8% | $2,421+492.6% | $2,626+446.4% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |