Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $106,219 | $101,672+4.5% | $147,117-27.8% | $74,478+42.6% |
| Participation rate | 98.3% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.1pp |
| Annual return | -6.48% | 8757.83%-8764.3pp | 420.54%-427.0pp | 1370.56%-1377.0pp |
| Employer contribution / active EE | $4,017 | $3,813+5.3% | $4,932-18.6% | $2,626+53.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |