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 | $172,763 | $58,726+194.2% | $92,240+87.3% | $62,293+177.3% |
| Participation rate | 99.1% | 68.3%+30.7pp | 76.5%+22.6pp | 69.5%+29.5pp |
| Annual return | 6.14% | 43.62%-37.5pp | 176.29%-170.2pp | 28.90%-22.8pp |
| Employer contribution / active EE | $11,683 | $2,392+388.5% | $3,680+217.5% | $2,042+472.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |