Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $174,884 | $80,731+116.6% | $103,374+69.2% | $74,546+134.6% |
| Participation rate | 72.9% | 65.7%+7.3pp | 74.5%-1.6pp | 67.2%+5.7pp |
| Annual return | 6.15% | 27.56%-21.4pp | 24.89%-18.7pp | 1366.03%-1359.9pp |
| Employer contribution / active EE | $15,687 | $3,158+396.8% | $3,869+305.4% | $2,624+497.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $3 | $2,369-99.9% | $8,394-100.0% | $1,944-99.8% |