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 | $41,972 | $78,483-46.5% | $106,201-60.5% | $74,546-43.7% |
| Participation rate | 95.0% | 72.8%+22.2pp | 75.3%+19.8pp | 67.2%+27.8pp |
| Annual return | -20.38% | 15.94%-36.3pp | 116.26%-136.6pp | 1366.03%-1386.4pp |
| Employer contribution / active EE | $4,045 | $2,522+60.4% | $3,170+27.6% | $2,624+54.1% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |