Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,103 | $80,748-64.0% | $102,383-71.6% | $74,429-60.9% |
| Participation rate | 99.4% | 65.7%+33.8pp | 74.5%+24.9pp | 67.2%+32.2pp |
| Annual return | 6.08% | 27.57%-21.5pp | 24.94%-18.9pp | 1368.38%-1362.3pp |
| Employer contribution / active EE | $2,260 | $3,159-28.5% | $3,870-41.6% | $2,625-13.9% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |