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 | $197,796 | $80,748+145.0% | $102,383+93.2% | $74,429+165.8% |
| Participation rate | 95.9% | 65.7%+30.2pp | 74.5%+21.4pp | 67.2%+28.7pp |
| Annual return | 11.15% | 27.57%-16.4pp | 24.94%-13.8pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $23,671 | $3,159+649.3% | $3,870+511.6% | $2,625+801.8% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |