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 | $239,496 | $59,402+303.2% | $93,654+155.7% | $74,546+221.3% |
| Participation rate | 79.3% | 59.7%+19.7pp | 68.7%+10.6pp | 67.2%+12.1pp |
| Annual return | -1.27% | 81.86%-83.1pp | 133.34%-134.6pp | 1366.03%-1367.3pp |
| Employer contribution / active EE | $799 | $1,265-36.8% | $2,421-67.0% | $2,624-69.6% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |