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 | $33,144 | $56,060-40.9% | $76,002-56.4% | $80,874-59.0% |
| Participation rate | 95.0% | 62.0%+33.0pp | 69.1%+25.9pp | 67.6%+27.4pp |
| Annual return | -16.33% | 20.54%-36.9pp | 360.07%-376.4pp | 35.62%-51.9pp |
| Employer contribution / active EE | $11,992 | $1,873+540.1% | $2,688+346.1% | $2,756+335.2% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,237-100.0% | $6,414-100.0% | $6,935-100.0% |