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 | $83,445 | $86,692-3.7% | $119,634-30.3% | $66,949+24.6% |
| Participation rate | 96.5% | 75.6%+20.9pp | 79.3%+17.3pp | 69.8%+26.7pp |
| Annual return | -21.22% | -8.00%-13.2pp | -14.98%-6.2pp | 1.57%-22.8pp |
| Employer contribution / active EE | $21,638 | $2,536+753.2% | $4,232+411.3% | $2,545+750.1% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |