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 | $179,691 | $90,170+99.3% | $150,734+19.2% | $69,733+157.7% |
| Participation rate | 99.3% | 60.2%+39.1pp | 78.4%+20.9pp | 62.5%+36.9pp |
| Annual return | -2.43% | 16.56%-19.0pp | 600.81%-603.2pp | 15.22%-17.7pp |
| Employer contribution / active EE | $27,990 | $3,428+716.5% | $4,918+469.1% | $2,250+1143.8% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,600-100.0% | $14,905-100.0% | $3,102-100.0% |