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 | $52,408 | $78,275-33.0% | $109,173-52.0% | $86,821-39.6% |
| Participation rate | 98.7% | 73.8%+24.9pp | 75.9%+22.9pp | 72.3%+26.4pp |
| Annual return | 4.90% | 19.14%-14.2pp | 25.75%-20.9pp | 97.94%-93.0pp |
| Employer contribution / active EE | $3,910 | $3,105+25.9% | $3,723+5.0% | $2,406+62.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |