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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,628 | $48,078+269.5% | $78,676+125.8% | $62,881+182.5% |
| Participation rate | 76.5% | 65.2%+11.3pp | 73.6%+2.9pp | 69.3%+7.2pp |
| Annual return | 3.88% | 31.36%-27.5pp | 62.19%-58.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $12,945 | $2,015+542.6% | $2,850+354.2% | $2,281+467.5% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |