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 | $93,575 | $79,867+17.2% | $120,344-22.2% | $64,340+45.4% |
| Participation rate | 99.5% | 63.0%+36.5pp | 76.7%+22.8pp | 55.2%+44.2pp |
| Annual return | 0.29% | 21.10%-20.8pp | 20.30%-20.0pp | 24.14%-23.9pp |
| Employer contribution / active EE | $10,237 | $1,925+431.9% | $3,020+239.0% | $1,862+449.9% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $1 | $5,039-100.0% | $12,742-100.0% | $3,703-100.0% |