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 | $156,510 | $64,909+141.1% | $82,312+90.1% | $62,293+151.2% |
| Participation rate | 92.1% | 74.9%+17.2pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 4.98% | 21.18%-16.2pp | 25.88%-20.9pp | 28.90%-23.9pp |
| Employer contribution / active EE | $3,455 | $1,676+106.1% | $2,428+42.3% | $2,042+69.2% |
| Participant deferral / active EE | $9,547 | $3,103+207.7% | $3,706+157.6% | $3,169+201.3% |
| Admin fee / account holder | $2 | $440-99.7% | $5,608-100.0% | $479-99.7% |