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 | $120,368 | $128,603-6.4% | $197,124-38.9% | $67,986+77.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 11.90% | 23.77%-11.9pp | 44.34%-32.4pp | 31.67%-19.8pp |
| Employer contribution / active EE | $5,401 | $4,379+23.3% | $6,227-13.3% | $2,019+167.5% |
| Participant deferral / active EE | $3,858 | $6,840-43.6% | $9,135-57.8% | $3,358+14.9% |
| Admin fee / account holder | $0 | $3,035-100.0% | $16,298-100.0% | $3,203-100.0% |