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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $749,679 | $119,272+528.5% | $161,149+365.2% | $71,012+955.7% |
| Participation rate | 99.2% | 73.6%+25.6pp | 78.8%+20.4pp | 58.6%+40.7pp |
| Annual return | 5.56% | 16.11%-10.5pp | 21.16%-15.6pp | 37.67%-32.1pp |
| Employer contribution / active EE | $4,973 | $2,894+71.8% | $4,360+14.1% | $2,348+111.8% |
| Participant deferral / active EE | $0 | $4,117-100.0% | $6,153-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,020-100.0% | $15,194-100.0% | $1,167-100.0% |