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 | $66,671 | $89,739-25.7% | $149,721-55.5% | $62,293+7.0% |
| Participation rate | 99.5% | 85.1%+14.4pp | 87.1%+12.4pp | 69.5%+30.0pp |
| Annual return | 9.61% | 21.01%-11.4pp | 1501.67%-1492.1pp | 28.90%-19.3pp |
| Employer contribution / active EE | $3,212 | $3,233-0.6% | $5,444-41.0% | $2,042+57.3% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $551-99.9% | $11,282-100.0% | $479-99.9% |