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 | $69,086 | $91,439-24.4% | $135,974-49.2% | $71,511-3.4% |
| Participation rate | 98.2% | 75.7%+22.5pp | 81.9%+16.2pp | 67.9%+30.2pp |
| Annual return | 13.95% | 29.90%-15.9pp | 68.30%-54.4pp | 28.86%-14.9pp |
| Employer contribution / active EE | $9,760 | $3,705+163.5% | $4,859+100.9% | $2,589+277.0% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $7 | $1,267-99.4% | $10,767-99.9% | $1,588-99.6% |