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 | $174,735 | $79,223+120.6% | $102,460+70.5% | $74,478+134.6% |
| Participation rate | 89.1% | 74.8%+14.3pp | 76.5%+12.6pp | 67.2%+21.9pp |
| Annual return | 0.84% | 54.98%-54.1pp | 29.47%-28.6pp | 1370.56%-1369.7pp |
| Employer contribution / active EE | $4,145 | $2,363+75.4% | $3,025+37.0% | $2,626+57.8% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $12 | $2,003-99.4% | $9,460-99.9% | $1,946-99.4% |