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 | $13,793 | $58,099-76.3% | $76,872-82.1% | $75,173-81.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 1.24% | 26.71%-25.5pp | 37.90%-36.7pp | 160.72%-159.5pp |
| Employer contribution / active EE | $2,041 | $1,996+2.3% | $2,533-19.4% | $2,671-23.6% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $60 | $4,778-98.8% | $5,476-98.9% | $5,651-98.9% |