Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $91,746 | $106,247-13.6% | $147,096-37.6% | $77,714+18.1% |
| Participation rate | 99.4% | 78.4%+21.0pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 4.79% | 56.87%-52.1pp | 419.75%-415.0pp | 31.26%-26.5pp |
| Employer contribution / active EE | $4,640 | $4,069+14.0% | $4,936-6.0% | $2,727+70.2% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |