Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $105,232 | $58,336+80.4% | $97,295+8.2% | $200,096-47.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.7%+27.3pp | 72.0%+28.0pp |
| Annual return | -0.11% | 32.81%-32.9pp | 75.62%-75.7pp | 34.26%-34.4pp |
| Employer contribution / active EE | $3,287 | $1,416+132.1% | $2,723+20.7% | $3,038+8.2% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $4,264-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,646-100.0% | $269-100.0% |