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 | $89,851 | $49,138+82.9% | $84,023+6.9% | $65,186+37.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 13.14% | 23.00%-9.9pp | 71.32%-58.2pp | 29.39%-16.2pp |
| Employer contribution / active EE | $8,228 | $914+800.5% | $1,984+314.7% | $2,177+278.0% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $13 | $543-97.6% | $6,102-99.8% | $847-98.5% |