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 | $137,450 | $100,003+37.4% | $146,685-6.3% | $85,856+60.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 8.98% | 18.93%-10.0pp | 22.75%-13.8pp | 318.58%-309.6pp |
| Employer contribution / active EE | $9,681 | $2,559+278.3% | $4,137+134.0% | $2,565+277.4% |
| Participant deferral / active EE | $8,416 | $4,006+110.1% | $5,507+52.8% | $3,952+112.9% |
| Admin fee / account holder | $0 | $7,704-100.0% | $10,281-100.0% | $6,261-100.0% |