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 | $49,052 | $63,768-23.1% | $98,506-50.2% | $79,389-38.2% |
| Participation rate | 99.1% | 69.9%+29.2pp | 73.3%+25.7pp | 70.7%+28.4pp |
| Annual return | -3.50% | 626.18%-629.7pp | 1494.92%-1498.4pp | 116.89%-120.4pp |
| Employer contribution / active EE | $8,481 | $2,558+231.6% | $2,961+186.4% | $2,428+249.3% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,277-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-99.9% | $5,955-100.0% | $626-99.9% |