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 | $63,649 | $51,207+24.3% | $70,565-9.8% | $71,529-11.0% |
| Participation rate | 99.1% | 59.4%+39.7pp | 68.4%+30.8pp | 67.9%+31.2pp |
| Annual return | -18.18% | 42.71%-60.9pp | 32.79%-51.0pp | 28.97%-47.1pp |
| Employer contribution / active EE | $7,187 | $1,795+300.4% | $2,976+141.5% | $2,590+177.5% |
| Participant deferral / active EE | $0 | $3,033-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $16 | $2,002-99.2% | $6,430-99.8% | $1,588-99.0% |