Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $173,734 | $69,745+149.1% | $67,511+157.3% | $74,546+133.1% |
| Participation rate | 95.6% | 71.3%+24.2pp | 72.9%+22.7pp | 67.2%+28.3pp |
| Annual return | 10.80% | -40.37%+51.2pp | 3517.41%-3506.6pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $4,456 | $2,705+64.7% | $2,733+63.1% | $2,624+69.8% |
| Participant deferral / active EE | $7,685 | $3,636+111.4% | $4,000+92.1% | $4,347+76.8% |
| Admin fee / account holder | $100 | $894-88.9% | $3,999-97.5% | $1,944-94.9% |