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 | $90,198 | $93,345-3.4% | $119,126-24.3% | $87,485+3.1% |
| Participation rate | 91.7% | 68.7%+22.9pp | 75.8%+15.9pp | 68.9%+22.7pp |
| Annual return | -26.95% | 19.08%-46.0pp | 282.11%-309.1pp | 26.06%-53.0pp |
| Employer contribution / active EE | $22,014 | $3,172+594.1% | $4,034+445.8% | $2,596+747.9% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |