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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $548,027 | $82,678+562.8% | $125,391+337.1% | $68,490+700.2% |
| Participation rate | 95.6% | 75.1%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -23.20% | -5.97%-17.2pp | 572.41%-595.6pp | -7.85%-15.3pp |
| Employer contribution / active EE | $16,368 | $3,382+384.0% | $4,816+239.9% | $2,597+530.4% |
| Participant deferral / active EE | $10,881 | $6,111+78.0% | $7,448+46.1% | $4,028+170.1% |
| Admin fee / account holder | -$399 | $6,277-106.4% | $10,009-104.0% | $5,403-107.4% |