Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,355 | $91,394+264.7% | $130,026+156.4% | $74,440+347.8% |
| Participation rate | 99.7% | 77.8%+21.9pp | 78.5%+21.2pp | 70.7%+28.9pp |
| Annual return | 6.62% | 23.20%-16.6pp | -137.26%+143.9pp | 34.37%-27.8pp |
| Employer contribution / active EE | $14,145 | $2,565+451.5% | $4,321+227.3% | $2,638+436.2% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,821-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $284-100.0% | $10,608-100.0% | $348-100.0% |