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 | $97,952 | $49,138+99.3% | $84,023+16.6% | $65,186+50.3% |
| Participation rate | 98.8% | 60.7%+38.0pp | 69.0%+29.8pp | 70.2%+28.6pp |
| Annual return | 15.50% | 23.00%-7.5pp | 71.32%-55.8pp | 29.39%-13.9pp |
| Employer contribution / active EE | $6,779 | $914+641.9% | $1,984+241.7% | $2,177+211.4% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |