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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,818 | $101,672+183.1% | $147,117+95.6% | $74,478+286.4% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 10.28% | 8757.83%-8747.5pp | 420.54%-410.3pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $10,268 | $3,813+169.3% | $4,932+108.2% | $2,626+291.0% |
| Participant deferral / active EE | $11,689 | $7,305+60.0% | $8,065+44.9% | $4,350+168.7% |
| Admin fee / account holder | $15 | $1,753-99.1% | $12,993-99.9% | $1,946-99.2% |