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 | $30,661 | $33,232-7.7% | $71,796-57.3% | $63,975-52.1% |
| Participation rate | 75.5% | 60.1%+15.4pp | 69.1%+6.4pp | 71.1%+4.4pp |
| Annual return | 2.74% | 11.99%-9.3pp | 78.04%-75.3pp | 48.65%-45.9pp |
| Employer contribution / active EE | $1,703 | $723+135.6% | $1,924-11.5% | $2,182-21.9% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $4,815-100.0% | $70-100.0% |