Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $117,130 | $86,341+35.7% | $125,195-6.4% | $65,186+79.7% |
| Participation rate | 92.4% | 75.3%+17.1pp | 79.8%+12.6pp | 70.2%+22.2pp |
| Annual return | 7.39% | 27.44%-20.1pp | 43.79%-36.4pp | 29.39%-22.0pp |
| Employer contribution / active EE | $16,302 | $2,040+699.3% | $3,866+321.7% | $2,177+648.9% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $609-99.7% | $9,704-100.0% | $847-99.8% |