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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,684 | $73,823+10.6% | $379,746-78.5% | $73,493+11.1% |
| Participation rate | 99.2% | 73.1%+26.1pp | 78.4%+20.8pp | 70.7%+28.5pp |
| Annual return | -1.08% | 29.06%-30.1pp | 34.90%-36.0pp | 28.51%-29.6pp |
| Employer contribution / active EE | $13,709 | $2,472+454.6% | $3,540+287.3% | $2,270+503.9% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $607-99.6% | $7,927-100.0% | $513-99.5% |