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 | $72,779 | $78,423-7.2% | $95,964-24.2% | $79,856-8.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -12.79% | 19.37%-32.2pp | 91.64%-104.4pp | 31.71%-44.5pp |
| Employer contribution / active EE | $15,006 | $1,945+671.4% | $2,541+490.5% | $2,471+507.2% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |