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 | $192,216 | $63,114+204.6% | $92,915+106.9% | $65,186+194.9% |
| Participation rate | 94.4% | 68.8%+25.6pp | 76.0%+18.4pp | 70.2%+24.2pp |
| Annual return | -15.35% | 28.75%-44.1pp | 109.45%-124.8pp | 29.39%-44.7pp |
| Employer contribution / active EE | $22,167 | $2,571+762.3% | $3,653+506.7% | $2,177+918.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |