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 | $23,098 | $64,705-64.3% | $62,929-63.3% | $67,986-66.0% |
| Participation rate | 73.7% | 65.6%+8.1pp | 73.1%+0.6pp | 57.2%+16.5pp |
| Annual return | 10.68% | 20.31%-9.6pp | 1063.93%-1053.2pp | 31.67%-21.0pp |
| Employer contribution / active EE | $825 | $2,376-65.3% | $2,505-67.1% | $2,019-59.1% |
| Participant deferral / active EE | $1,286 | $3,198-59.8% | $3,888-66.9% | $3,358-61.7% |
| Admin fee / account holder | $11 | $1,428-99.2% | $5,065-99.8% | $3,203-99.6% |