Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $243,716 | $80,781+201.7% | $102,437+137.9% | $74,478+227.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.37% | 27.58%-18.2pp | 24.95%-15.6pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $9,270 | $3,160+193.4% | $3,871+139.5% | $2,626+253.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4 | $2,372-99.8% | $8,388-99.9% | $1,946-99.8% |