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 | $124,131 | $64,286+93.1% | $90,970+36.5% | $73,412+69.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | 10.59% | 21.46%-10.9pp | 134.60%-124.0pp | 59.30%-48.7pp |
| Employer contribution / active EE | $6,720 | $895+651.3% | $2,122+216.7% | $2,234+200.9% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $1 | $287-99.6% | $5,961-100.0% | $158-99.2% |