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 | $99,241 | $54,573+81.8% | $90,970+9.1% | $73,493+35.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 6.82% | 16.69%-9.9pp | 134.58%-127.8pp | 28.51%-21.7pp |
| Employer contribution / active EE | $11,033 | $991+1012.9% | $2,122+419.8% | $2,270+386.0% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,960-100.0% | $513-100.0% |