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 | $61,387 | $59,467+3.2% | $93,727-34.5% | $74,478-17.6% |
| Participation rate | 98.0% | 59.6%+38.4pp | 68.7%+29.3pp | 67.2%+30.8pp |
| Annual return | -12.82% | 82.14%-95.0pp | 133.83%-146.7pp | 1370.56%-1383.4pp |
| Employer contribution / active EE | $8,279 | $1,267+553.6% | $2,421+241.9% | $2,626+215.2% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |