Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,840 | $92,090-44.8% | $106,201-52.1% | $77,671-34.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 5.88% | 17.89%-12.0pp | 116.26%-110.4pp | 31.21%-25.3pp |
| Employer contribution / active EE | $2,300 | $3,368-31.7% | $3,170-27.4% | $2,726-15.6% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,012-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1 | $219-99.6% | $11,039-100.0% | $430-99.8% |