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 | $72,278 | $88,203-18.1% | $165,100-56.2% | $74,478-3.0% |
| Participation rate | 91.8% | 73.1%+18.7pp | 78.6%+13.2pp | 67.2%+24.6pp |
| Annual return | -8.77% | 17.13%-25.9pp | 70.21%-79.0pp | 1370.56%-1379.3pp |
| Employer contribution / active EE | $4,403 | $2,601+69.3% | $4,348+1.3% | $2,626+67.6% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $67 | $2,235-97.0% | $12,696-99.5% | $1,946-96.6% |