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 | $97,220 | $54,320+79.0% | $67,652+43.7% | $52,331+85.8% |
| Participation rate | 99.4% | 73.6%+25.9pp | 75.7%+23.8pp | 68.1%+31.3pp |
| Annual return | -6.56% | 6.81%-13.4pp | 6625.40%-6632.0pp | 4.54%-11.1pp |
| Employer contribution / active EE | $10,422 | $1,544+575.1% | $2,266+360.0% | $1,882+453.8% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |