Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,908 | $54,213-48.5% | $93,696-70.2% | $77,736-64.1% |
| Participation rate | 98.4% | 64.0%+34.4pp | 68.7%+29.7pp | 70.6%+27.8pp |
| Annual return | -8.27% | 30.55%-38.8pp | 133.74%-142.0pp | 31.26%-39.5pp |
| Employer contribution / active EE | $2,172 | $1,168+85.9% | $2,422-10.3% | $2,728-20.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,287-100.0% | $433-100.0% |