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 | $118,638 | $89,670+32.3% | $114,563+3.6% | $89,670+32.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.9%+27.1pp | 71.2%+28.8pp |
| Annual return | 7.81% | 19.66%-11.9pp | 241.09%-233.3pp | 19.66%-11.9pp |
| Employer contribution / active EE | $3,740 | $4,041-7.5% | $2,592+44.3% | $4,041-7.5% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $4,142-100.0% | $3,962-100.0% |
| Admin fee / account holder | $0 | $352-100.0% | $7,623-100.0% | $352-100.0% |