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 | $24,726 | $50,534-51.1% | $213,469-88.4% | $64,340-61.6% |
| Participation rate | 98.3% | 46.3%+52.0pp | 77.1%+21.2pp | 55.2%+43.0pp |
| Annual return | 9.03% | 38.98%-30.0pp | 20.58%-11.6pp | 24.14%-15.1pp |
| Employer contribution / active EE | $1,581 | $1,419+11.4% | $4,994-68.3% | $1,862-15.1% |
| Participant deferral / active EE | $0 | $2,901-100.0% | $6,841-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,263-100.0% | $27,141-100.0% | $3,703-100.0% |