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 | $36,260 | $64,706-44.0% | $112,244-67.7% | $68,498-47.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -47.14% | -11.40%-35.7pp | 27.46%-74.6pp | -7.84%-39.3pp |
| Employer contribution / active EE | $11,398 | $2,746+315.1% | $3,635+213.6% | $2,596+339.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,231-100.0% | $6,411-100.0% | $5,403-100.0% |