Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $78,626 | $101,653-22.7% | $147,080-46.5% | $74,459+5.6% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | -9.69% | 8754.98%-8764.7pp | 420.17%-429.9pp | 1369.70%-1379.4pp |
| Employer contribution / active EE | $6,910 | $3,813+81.2% | $4,933+40.1% | $2,626+163.1% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |