Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,850 | $53,546-72.3% | $69,890-78.8% | $68,490-78.3% |
| Participation rate | 86.4% | 64.5%+21.9pp | 70.5%+16.0pp | 67.9%+18.5pp |
| Annual return | -34.13% | -13.87%-20.3pp | 190.84%-225.0pp | -7.85%-26.3pp |
| Employer contribution / active EE | $5,845 | $2,019+189.5% | $2,560+128.3% | $2,597+125.1% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $48 | $4,693-99.0% | $6,267-99.2% | $5,403-99.1% |