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 | $94,463 | $83,023+13.8% | $102,437-7.8% | $77,762+21.5% |
| Participation rate | 99.1% | 71.5%+27.5pp | 74.5%+24.6pp | 70.6%+28.5pp |
| Annual return | -41.96% | 19.12%-61.1pp | 24.95%-66.9pp | 31.27%-73.2pp |
| Employer contribution / active EE | $37,127 | $3,552+945.1% | $3,871+859.2% | $2,728+1260.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |