Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,663 | $86,922-45.2% | $102,438-53.5% | $80,874-41.1% |
| Participation rate | 98.8% | 72.4%+26.5pp | 76.5%+22.3pp | 67.6%+31.2pp |
| Annual return | -10.83% | 18.90%-29.7pp | 29.37%-40.2pp | 35.62%-46.4pp |
| Employer contribution / active EE | $14,556 | $2,369+514.3% | $3,024+381.4% | $2,756+428.2% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,050-100.0% | $9,448-100.0% | $6,935-100.0% |