Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $312,402 | $99,442+214.2% | $113,397+175.5% | $71,012+339.9% |
| Participation rate | 96.2% | 78.9%+17.3pp | 76.5%+19.7pp | 58.6%+37.6pp |
| Annual return | -3.25% | 17.93%-21.2pp | 23.20%-26.5pp | 37.67%-40.9pp |
| Employer contribution / active EE | $19,977 | $3,068+551.2% | $2,977+571.0% | $2,348+750.9% |
| Participant deferral / active EE | $0 | $4,915-100.0% | $5,076-100.0% | $3,246-100.0% |
| Admin fee / account holder | $3 | $535-99.4% | $11,957-100.0% | $1,167-99.7% |