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 | $8,073 | $29,554-72.7% | $56,054-85.6% | $77,692-89.6% |
| Participation rate | 97.0% | 32.6%+64.4pp | 52.5%+44.5pp | 70.6%+26.4pp |
| Annual return | -33.62% | 18.89%-52.5pp | 1705.95%-1739.6pp | 31.25%-64.9pp |
| Employer contribution / active EE | $10,217 | $568+1698.0% | $1,039+883.3% | $2,726+274.8% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,952-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $1,046-100.0% | $2,822-100.0% | $431-100.0% |