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 | $46,457 | $49,471-6.1% | $79,583-41.6% | $66,949-30.6% |
| Participation rate | 98.7% | 61.4%+37.4pp | 69.5%+29.2pp | 69.8%+28.9pp |
| Annual return | -28.99% | 84.30%-113.3pp | 0.16%-29.1pp | 1.57%-30.6pp |
| Employer contribution / active EE | $7,766 | $1,266+513.4% | $2,414+221.8% | $2,545+205.1% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |