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 | $92,696 | $95,453-2.9% | $112,040-17.3% | $82,448+12.4% |
| Participation rate | 79.7% | 72.8%+6.9pp | 76.5%+3.2pp | 68.1%+11.6pp |
| Annual return | 3.53% | 23.92%-20.4pp | 24.52%-21.0pp | 41.64%-38.1pp |
| Employer contribution / active EE | $3,227 | $2,318+39.2% | $2,954+9.2% | $2,551+26.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $47 | $9,013-99.5% | $12,098-99.6% | $7,234-99.4% |