Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $51,203 | $50,637+1.1% | $86,582-40.9% | $62,293-17.8% |
| Participation rate | 99.2% | 67.9%+31.3pp | 73.5%+25.6pp | 69.5%+29.6pp |
| Annual return | 11.11% | 20.80%-9.7pp | 965.08%-954.0pp | 28.90%-17.8pp |
| Employer contribution / active EE | $3,923 | $2,075+89.0% | $2,839+38.2% | $2,042+92.1% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $88 | $413-78.6% | $4,904-98.2% | $479-81.6% |