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 | $93,524 | $64,909+44.1% | $82,312+13.6% | $62,293+50.1% |
| Participation rate | 78.5% | 74.9%+3.7pp | 76.9%+1.6pp | 69.5%+9.0pp |
| Annual return | 3.34% | 21.18%-17.8pp | 25.88%-22.5pp | 28.90%-25.6pp |
| Employer contribution / active EE | $9,689 | $1,676+478.1% | $2,428+299.0% | $2,042+374.4% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |