Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $60,112 | $65,125-7.7% | $143,797-58.2% | $66,949-10.2% |
| Participation rate | 90.9% | 65.2%+25.7pp | 80.3%+10.6pp | 69.8%+21.1pp |
| Annual return | -23.92% | -11.13%-12.8pp | -0.04%-23.9pp | 1.57%-25.5pp |
| Employer contribution / active EE | $1,818 | $2,362-23.0% | $4,952-63.3% | $2,545-28.6% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |