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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $446,674 | $49,138+809.0% | $84,021+431.6% | $65,185+585.2% |
| Participation rate | 99.1% | 60.7%+38.4pp | 69.0%+30.1pp | 70.2%+28.9pp |
| Annual return | 7.17% | 23.00%-15.8pp | 71.32%-64.2pp | 29.38%-22.2pp |
| Employer contribution / active EE | $16,868 | $914+1746.1% | $1,984+750.3% | $2,177+674.9% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |