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 | $118,114 | $40,174+194.0% | $84,023+40.6% | $67,582+74.8% |
| Participation rate | 99.9% | 62.7%+37.2pp | 69.0%+30.8pp | 71.3%+28.6pp |
| Annual return | 11.77% | 25.82%-14.0pp | 71.32%-59.5pp | 378.57%-366.8pp |
| Employer contribution / active EE | $5,450 | $808+574.8% | $1,984+174.7% | $2,148+153.7% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $9 | $128-92.8% | $6,102-99.8% | $142-93.5% |