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 | $145,947 | $104,336+39.9% | $159,495-8.5% | $86,828+68.1% |
| Participation rate | 99.0% | 77.7%+21.3pp | 82.8%+16.2pp | 72.3%+26.7pp |
| Annual return | 7.69% | 26.32%-18.6pp | 263.72%-256.0pp | 97.95%-90.3pp |
| Employer contribution / active EE | $2,988 | $3,451-13.4% | $4,831-38.2% | $2,406+24.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |