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 | $32,749 | $57,330-42.9% | $86,656-62.2% | $75,177-56.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.32% | 2675.40%-2662.1pp | 593.09%-579.8pp | 160.75%-147.4pp |
| Employer contribution / active EE | $3,830 | $2,316+65.3% | $3,025+26.6% | $2,671+43.4% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,115-100.0% | $5,619-100.0% | $5,651-100.0% |