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 | $174,170 | $47,922+263.4% | $75,901+129.5% | $65,185+167.2% |
| Participation rate | 87.5% | 63.0%+24.5pp | 69.3%+18.2pp | 70.2%+17.3pp |
| Annual return | 17.52% | 24.12%-6.6pp | 30.76%-13.2pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,779 | $1,557+14.3% | $2,501-28.8% | $2,177-18.2% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,420-100.0% | $847-100.0% |