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 | $35,416 | $75,183-52.9% | $123,894-71.4% | $55,167-35.8% |
| Participation rate | 87.3% | 72.8%+14.5pp | 81.4%+5.9pp | 69.0%+18.3pp |
| Annual return | 4.36% | 19.01%-14.7pp | 47.52%-43.2pp | 169.23%-164.9pp |
| Employer contribution / active EE | $4,438 | $2,823+57.2% | $4,617-3.9% | $1,963+126.1% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |