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 | $101,499+183.6% | $147,005+95.8% | $74,546+286.1% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.3pp |
| Annual return | 10.28% | 8732.34%-8722.1pp | 418.76%-408.5pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $10,268 | $3,811+169.4% | $4,934+108.1% | $2,624+291.2% |
| Participant deferral / active EE | $11,689 | $7,304+60.0% | $8,070+44.8% | $4,347+168.9% |
| Admin fee / account holder | $15 | $1,748-99.1% | $13,006-99.9% | $1,944-99.2% |