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 | $140,995 | $100,061+40.9% | $120,344+17.2% | $64,728+117.8% |
| Participation rate | 94.2% | 79.8%+14.3pp | 76.7%+17.5pp | 57.9%+36.3pp |
| Annual return | -0.28% | 16.53%-16.8pp | 20.30%-20.6pp | 49.38%-49.7pp |
| Employer contribution / active EE | $9,165 | $3,112+194.5% | $3,020+203.5% | $2,243+308.7% |
| Participant deferral / active EE | $0 | $4,955-100.0% | $5,135-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $12,742-100.0% | $1,145-100.0% |