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 | $166,910 | $59,054+182.6% | $97,260+71.6% | $77,736+114.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.7%+27.3pp | 70.6%+29.4pp |
| Annual return | 7.05% | 16.96%-9.9pp | 75.54%-68.5pp | 31.26%-24.2pp |
| Employer contribution / active EE | $4,634 | $1,742+166.0% | $2,721+70.3% | $2,728+69.9% |
| Participant deferral / active EE | $0 | $3,930-100.0% | $4,262-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $346-100.0% | $5,640-100.0% | $433-100.0% |