Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $68,115 | $51,283+32.8% | $95,759-28.9% | $71,529-4.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 5.42% | 25.25%-19.8pp | 28.42%-23.0pp | 28.97%-23.6pp |
| Employer contribution / active EE | $9,993 | $1,817+449.9% | $2,836+252.3% | $2,590+285.9% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $4,244-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,135-100.0% | $5,678-100.0% | $1,588-100.0% |