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 | $164,673 | $59,328+177.6% | $118,914+38.5% | $73,497+124.1% |
| Participation rate | 98.3% | 62.3%+36.0pp | 75.4%+22.9pp | 70.7%+27.6pp |
| Annual return | 10.10% | 19.13%-9.0pp | 35.89%-25.8pp | 28.51%-18.4pp |
| Employer contribution / active EE | $5,546 | $1,803+207.5% | $3,264+69.9% | $2,270+144.3% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,582-100.0% | $513-100.0% |