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 | $129,445 | $95,352+35.8% | $135,925-4.8% | $74,434+73.9% |
| Participation rate | 99.4% | 78.2%+21.2pp | 81.9%+17.5pp | 70.7%+28.6pp |
| Annual return | 10.34% | 32.74%-22.4pp | 68.25%-57.9pp | 34.37%-24.0pp |
| Employer contribution / active EE | $9,224 | $3,877+137.9% | $4,857+89.9% | $2,638+249.7% |
| Participant deferral / active EE | $0 | $7,786-100.0% | $7,759-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,764-100.0% | $348-100.0% |