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 | $102,333 | $65,361+56.6% | $92,903+10.1% | $72,983+40.2% |
| Participation rate | 98.1% | 68.3%+29.8pp | 76.0%+22.1pp | 69.5%+28.6pp |
| Annual return | 0.24% | 42.11%-41.9pp | 109.43%-109.2pp | 81.01%-80.8pp |
| Employer contribution / active EE | $20,934 | $2,594+707.0% | $3,653+473.0% | $2,440+758.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $51 | $4,251-98.8% | $5,795-99.1% | $5,124-99.0% |