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 | $236,804 | $75,058+215.5% | $152,301+55.5% | $64,340+268.1% |
| Participation rate | 98.5% | 60.9%+37.6pp | 82.4%+16.0pp | 55.2%+43.2pp |
| Annual return | 13.52% | 29.93%-16.4pp | 80.50%-67.0pp | 24.14%-10.6pp |
| Employer contribution / active EE | $5,296 | $2,605+103.3% | $4,624+14.5% | $1,862+184.5% |
| Participant deferral / active EE | $6,292 | $5,041+24.8% | $8,004-21.4% | $2,980+111.1% |
| Admin fee / account holder | $200 | $4,050-95.1% | $14,398-98.6% | $3,703-94.6% |