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 | $113,442 | $72,303+56.9% | $86,698+30.8% | $64,824+75.0% |
| Participation rate | 94.2% | 80.4%+13.8pp | 76.6%+17.6pp | 71.5%+22.8pp |
| Annual return | -23.63% | 392.77%-416.4pp | 35.96%-59.6pp | 32.84%-56.5pp |
| Employer contribution / active EE | $7,103 | $2,393+196.8% | $2,837+150.4% | $2,507+183.3% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-99.7% | $7,492-100.0% | $188-99.7% |