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 | $45,847 | $43,133+6.3% | $89,435-48.7% | $73,497-37.6% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 1.89% | 135.66%-133.8pp | 245.55%-243.7pp | 28.51%-26.6pp |
| Employer contribution / active EE | $611 | $1,438-57.5% | $2,587-76.4% | $2,270-73.1% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,884-100.0% | $513-100.0% |