Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,255 | $2,679,533-96.0% | $164,866-35.6% | $199,768-46.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 78.6%+21.4pp | 72.0%+28.0pp |
| Annual return | 12.63% | 17.93%-5.3pp | 69.97%-57.3pp | 34.26%-21.6pp |
| Employer contribution / active EE | $1,211 | $2,970-59.2% | $4,343-72.1% | $3,037-60.1% |
| Participant deferral / active EE | $5,975 | $5,010+19.3% | $6,033-1.0% | $5,090+17.4% |
| Admin fee / account holder | $95 | $1,982-95.2% | $12,689-99.3% | $269-64.6% |