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 | $90,409 | $221,442-59.2% | $92,240-2.0% | $77,958+16.0% |
| Participation rate | 97.0% | 79.6%+17.4pp | 76.5%+20.5pp | 71.6%+25.3pp |
| Annual return | 8.44% | 15.65%-7.2pp | 176.29%-167.9pp | 20.87%-12.4pp |
| Employer contribution / active EE | $6,772 | $3,226+109.9% | $3,680+84.1% | $2,310+193.1% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |