Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,146 | $91,536-50.7% | $130,062-65.3% | $75,177-39.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 0.60% | -631.62%+632.2pp | -137.37%+138.0pp | 160.75%-160.1pp |
| Employer contribution / active EE | $1,585 | $2,845-44.3% | $4,322-63.3% | $2,671-40.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8 | $6,780-99.9% | $10,601-99.9% | $5,651-99.9% |