Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $98,046 | $93,010+5.4% | $96,515+1.6% | $74,460+31.7% |
| Participation rate | 99.4% | 71.6%+27.9pp | 74.3%+25.1pp | 70.7%+28.7pp |
| Annual return | 1.94% | 37.50%-35.6pp | 35.73%-33.8pp | 34.38%-32.4pp |
| Employer contribution / active EE | $17,325 | $3,427+405.5% | $3,740+363.3% | $2,638+556.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,735-100.0% | $348-100.0% |