Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,746 | $54,717-49.3% | $86,216-67.8% | $71,511-61.2% |
| Participation rate | 97.4% | 60.1%+37.3pp | 69.0%+28.5pp | 67.9%+29.5pp |
| Annual return | -6.04% | 20.07%-26.1pp | 1169.42%-1175.5pp | 28.86%-34.9pp |
| Employer contribution / active EE | $2,775 | $1,267+119.0% | $2,382+16.5% | $2,589+7.2% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,853-100.0% | $1,588-100.0% |