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 | $55,902-40.7% | $76,030-56.4% | $80,959-59.1% |
| Participation rate | 95.0% | 62.1%+32.9pp | 69.1%+25.9pp | 67.7%+27.3pp |
| Annual return | -16.33% | 20.59%-36.9pp | 361.54%-377.9pp | 35.67%-52.0pp |
| Employer contribution / active EE | $11,992 | $1,867+542.4% | $2,688+346.2% | $2,757+334.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,239-100.0% | $6,421-100.0% | $6,925-100.0% |