Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $50,908 | $81,487-37.5% | $102,412-50.3% | $80,935-37.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -20.57% | 25.60%-46.2pp | 24.94%-45.5pp | 35.66%-56.2pp |
| Employer contribution / active EE | $19,460 | $3,103+527.2% | $3,870+402.9% | $2,757+605.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22 | $6,717-99.7% | $8,388-99.7% | $6,924-99.7% |