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 | $98,513 | $85,766+14.9% | $136,298-27.7% | $70,126+40.5% |
| Participation rate | 99.0% | 74.2%+24.8pp | 81.9%+17.1pp | 69.5%+29.4pp |
| Annual return | 2.85% | 31.46%-28.6pp | 5156.27%-5153.4pp | 73.15%-70.3pp |
| Employer contribution / active EE | $1,391 | $2,966-53.1% | $4,696-70.4% | $2,343-40.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |