Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,929 | $47,180-45.0% | $149,723-82.7% | $74,473-65.2% |
| Participation rate | 97.3% | 63.4%+33.9pp | 78.8%+18.5pp | 70.7%+26.5pp |
| Annual return | 11.28% | 22.75%-11.5pp | 134.50%-123.2pp | 34.36%-23.1pp |
| Employer contribution / active EE | $2,449 | $1,907+28.4% | $4,821-49.2% | $2,638-7.2% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $3 | $343-99.2% | $13,215-100.0% | $347-99.2% |