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 | $66,765 | $95,438-30.0% | $135,982-50.9% | $74,473-10.3% |
| Participation rate | 93.7% | 78.2%+15.5pp | 81.9%+11.8pp | 70.7%+23.0pp |
| Annual return | 1.51% | 32.61%-31.1pp | 68.32%-66.8pp | 34.36%-32.8pp |
| Employer contribution / active EE | $10,667 | $3,878+175.1% | $4,859+119.5% | $2,638+304.3% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-99.9% | $10,767-100.0% | $347-100.0% |