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 | $494,941 | $62,132+696.6% | $185,835+166.3% | $73,493+573.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 5.33% | 20.44%-15.1pp | 35.96%-30.6pp | 28.51%-23.2pp |
| Employer contribution / active EE | $24,586 | $1,681+1362.4% | $4,087+501.5% | $2,270+983.0% |
| Participant deferral / active EE | $0 | $3,711-100.0% | $5,633-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $9,502-100.0% | $513-100.0% |