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 | $159,855 | $88,137+81.4% | $164,975-3.1% | $74,429+114.8% |
| Participation rate | 99.3% | 73.1%+26.2pp | 78.6%+20.7pp | 67.2%+32.1pp |
| Annual return | -13.71% | 17.13%-30.8pp | 70.12%-83.8pp | 1368.38%-1382.1pp |
| Employer contribution / active EE | $16,314 | $2,597+528.1% | $4,343+275.7% | $2,625+521.5% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $19 | $2,231-99.2% | $12,688-99.9% | $1,944-99.0% |