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 | $35,052 | $64,176-45.4% | $112,263-68.8% | $66,949-47.6% |
| Participation rate | 99.2% | 68.4%+30.8pp | 75.1%+24.1pp | 69.8%+29.4pp |
| Annual return | -30.33% | -13.80%-16.5pp | 27.49%-57.8pp | 1.57%-31.9pp |
| Employer contribution / active EE | $8,518 | $3,007+183.3% | $3,636+134.3% | $2,545+234.7% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |