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.
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 | $286,816 | $54,690+424.4% | $76,030+277.2% | $74,478+285.1% |
| Participation rate | 97.7% | 60.3%+37.3pp | 69.1%+28.6pp | 67.2%+30.5pp |
| Annual return | 2.29% | 31.92%-29.6pp | 361.54%-359.2pp | 1370.56%-1368.3pp |
| Employer contribution / active EE | $12,997 | $1,781+629.7% | $2,688+383.6% | $2,626+394.9% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,240-100.0% | $6,421-100.0% | $1,946-100.0% |