Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,817 | $77,677-50.0% | $109,173-64.4% | $79,391-51.1% |
| Participation rate | 99.2% | 67.8%+31.4pp | 75.9%+23.3pp | 70.7%+28.5pp |
| Annual return | -25.73% | 23.44%-49.2pp | 25.75%-51.5pp | 116.88%-142.6pp |
| Employer contribution / active EE | $8,518 | $2,798+204.4% | $3,723+128.8% | $2,428+250.9% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |