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 | $217,809 | $69,159+214.9% | $125,195+74.0% | $67,584+222.3% |
| Participation rate | 99.3% | 78.2%+21.1pp | 79.8%+19.5pp | 71.3%+28.0pp |
| Annual return | 14.80% | 27.12%-12.3pp | 43.79%-29.0pp | 378.59%-363.8pp |
| Employer contribution / active EE | $3,601 | $2,023+78.0% | $3,866-6.9% | $2,148+67.6% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,540-100.0% |
| Admin fee / account holder | $10 | $142-92.7% | $9,704-99.9% | $142-92.7% |