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 | $49,277 | $104,336-52.8% | $159,495-69.1% | $86,828-43.2% |
| Participation rate | 84.5% | 77.7%+6.7pp | 82.8%+1.6pp | 72.3%+12.2pp |
| Annual return | 3.70% | 26.32%-22.6pp | 263.72%-260.0pp | 97.95%-94.2pp |
| Employer contribution / active EE | $6,985 | $3,451+102.4% | $4,831+44.6% | $2,406+190.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $9 | $172-94.8% | $10,804-99.9% | $170-94.7% |