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 | $138,252 | $53,837+156.8% | $75,714+82.6% | $85,847+61.0% |
| Participation rate | 87.8% | 69.1%+18.7pp | 74.8%+12.9pp | 69.3%+18.4pp |
| Annual return | 10.70% | 24.54%-13.8pp | 104.62%-93.9pp | 318.61%-307.9pp |
| Employer contribution / active EE | $3,778 | $2,017+87.3% | $2,744+37.7% | $2,565+47.3% |
| Participant deferral / active EE | $1,832 | $2,895-36.7% | $3,820-52.1% | $3,952-53.7% |
| Admin fee / account holder | $1 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |