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 | $55,023 | $89,067-38.2% | $102,423-46.3% | $77,714-29.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 1.63% | 25.01%-23.4pp | 29.42%-27.8pp | 31.26%-29.6pp |
| Employer contribution / active EE | $1,559 | $2,699-42.3% | $3,023-48.4% | $2,727-42.8% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |