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 | $141,373 | $59,006+139.6% | $97,295+45.3% | $74,478+89.8% |
| Participation rate | 96.4% | 63.7%+32.7pp | 72.7%+23.7pp | 67.2%+29.2pp |
| Annual return | -4.49% | 16.04%-20.5pp | 75.62%-80.1pp | 1370.56%-1375.1pp |
| Employer contribution / active EE | $12,186 | $1,894+543.5% | $2,723+347.6% | $2,626+364.0% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,264-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,646-100.0% | $1,946-100.0% |