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 | $34,439 | $72,272-52.3% | $101,255-66.0% | $79,860-56.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 6.99% | 22.30%-15.3pp | 46.48%-39.5pp | 31.72%-24.7pp |
| Employer contribution / active EE | $1,754 | $2,692-34.8% | $3,660-52.1% | $2,471-29.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,946-100.0% | $5,306-100.0% |