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 | $57,321 | $62,583-8.4% | $76,767-25.3% | $64,173-10.7% |
| Participation rate | 98.9% | 72.8%+26.1pp | 77.0%+22.0pp | 69.6%+29.4pp |
| Annual return | -9.21% | -1.95%-7.3pp | 2.43%-11.6pp | 7.63%-16.8pp |
| Employer contribution / active EE | $8,916 | $1,832+386.7% | $2,485+258.8% | $2,381+274.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |