Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $433,788 | $65,862+558.6% | $124,693+247.9% | $79,391+446.4% |
| Participation rate | 98.9% | 62.2%+36.6pp | 74.6%+24.2pp | 70.7%+28.1pp |
| Annual return | 5.43% | 19.02%-13.6pp | 5144.19%-5138.8pp | 116.88%-111.5pp |
| Employer contribution / active EE | $19,138 | $1,883+916.2% | $3,324+475.7% | $2,428+688.3% |
| Participant deferral / active EE | $0 | $2,772-100.0% | $4,615-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $673-100.0% | $7,494-100.0% | $627-100.0% |