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 | $82,972+13.8% | $103,374-8.6% | $77,671+21.6% |
| Participation rate | 99.1% | 71.5%+27.5pp | 74.5%+24.6pp | 70.6%+28.5pp |
| Annual return | -41.96% | 19.14%-61.1pp | 24.89%-66.8pp | 31.21%-73.2pp |
| Employer contribution / active EE | $37,127 | $3,554+944.6% | $3,869+859.5% | $2,726+1261.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |