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 | $31,933 | $89,904-64.5% | $453,569-93.0% | $86,813-63.2% |
| Participation rate | 99.2% | 75.7%+23.5pp | 78.0%+21.2pp | 72.3%+27.0pp |
| Annual return | 11.62% | 19.72%-8.1pp | 64.43%-52.8pp | 97.93%-86.3pp |
| Employer contribution / active EE | $5,175 | $3,279+57.8% | $4,072+27.1% | $2,406+115.1% |
| Participant deferral / active EE | $0 | $5,114-100.0% | $6,211-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $11,214-100.0% | $170-100.0% |