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 | $161,781 | $81,334+98.9% | $113,397+42.7% | $64,097+152.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 76.5%+23.5pp | 55.2%+44.8pp |
| Annual return | 8.87% | 32.50%-23.6pp | 23.20%-14.3pp | 34.64%-25.8pp |
| Employer contribution / active EE | $9,335 | $2,077+349.5% | $2,977+213.5% | $1,891+393.5% |
| Participant deferral / active EE | $0 | $3,795-100.0% | $5,076-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $4,208-100.0% | $11,957-100.0% | $3,454-100.0% |