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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,929 | $87,132+180.0% | $105,624+130.9% | $80,959+201.3% |
| Participation rate | 97.8% | 70.4%+27.4pp | 75.3%+22.5pp | 67.7%+30.1pp |
| Annual return | 0.70% | 17.03%-16.3pp | 116.20%-115.5pp | 35.67%-35.0pp |
| Employer contribution / active EE | $3,819 | $2,397+59.3% | $3,168+20.6% | $2,757+38.5% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |