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 | $57,170 | $71,192-19.7% | $117,861-51.5% | $62,293-8.2% |
| Participation rate | 97.0% | 74.2%+22.7pp | 79.7%+17.3pp | 69.5%+27.4pp |
| Annual return | 13.32% | 18.66%-5.3pp | 335.11%-321.8pp | 28.90%-15.6pp |
| Employer contribution / active EE | $5,076 | $1,934+162.5% | $3,786+34.1% | $2,042+148.6% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $19 | $587-96.8% | $8,021-99.8% | $479-96.1% |