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 | $370,076 | $81,334+355.0% | $113,397+226.4% | $64,097+477.4% |
| Participation rate | 95.6% | 65.6%+29.9pp | 76.5%+19.1pp | 55.2%+40.4pp |
| Annual return | 4.85% | 32.50%-27.7pp | 23.20%-18.4pp | 34.64%-29.8pp |
| Employer contribution / active EE | $10,847 | $2,077+422.3% | $2,977+264.4% | $1,891+473.5% |
| Participant deferral / active EE | $0 | $3,795-100.0% | $5,076-100.0% | $3,080-100.0% |
| Admin fee / account holder | $3 | $4,208-99.9% | $11,957-100.0% | $3,454-99.9% |