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 | $282,152 | $71,192+296.3% | $117,861+139.4% | $62,293+352.9% |
| Participation rate | 99.0% | 74.2%+24.8pp | 79.7%+19.3pp | 69.5%+29.5pp |
| Annual return | 12.04% | 18.66%-6.6pp | 335.11%-323.1pp | 28.90%-16.9pp |
| Employer contribution / active EE | $20,799 | $1,934+975.6% | $3,786+449.3% | $2,042+918.4% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |