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 | $44,039 | $56,197-21.6% | $67,652-34.9% | $59,633-26.1% |
| Participation rate | 98.8% | 71.5%+27.3pp | 75.7%+23.1pp | 68.7%+30.1pp |
| Annual return | -7.00% | 18508.10%-18515.1pp | 6625.40%-6632.4pp | 2041.45%-2048.4pp |
| Employer contribution / active EE | $21,131 | $1,615+1208.7% | $2,266+832.7% | $2,203+859.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $20 | $3,958-99.5% | $4,821-99.6% | $4,297-99.5% |