Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $122,869 | $80,674+52.3% | $119,126+3.1% | $64,340+91.0% |
| Participation rate | 98.8% | 55.2%+43.5pp | 75.8%+23.0pp | 55.2%+43.5pp |
| Annual return | 11.46% | 26.86%-15.4pp | 282.11%-270.6pp | 24.14%-12.7pp |
| Employer contribution / active EE | $2,974 | $2,564+16.0% | $4,034-26.3% | $1,862+59.7% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $5 | $4,559-99.9% | $10,693-100.0% | $3,703-99.9% |