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 | $57,734 | $55,636+3.8% | $81,982-29.6% | $73,497-21.4% |
| Participation rate | 97.5% | 62.3%+35.2pp | 69.3%+28.3pp | 70.7%+26.8pp |
| Annual return | 8.77% | 19.07%-10.3pp | 41.31%-32.5pp | 28.51%-19.7pp |
| Employer contribution / active EE | $3,555 | $1,625+118.8% | $2,498+42.3% | $2,270+56.6% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $493-99.7% | $5,665-100.0% | $513-99.7% |