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 | $191,526 | $88,122+117.3% | $141,200+35.6% | $67,584+183.4% |
| Participation rate | 99.1% | 76.5%+22.7pp | 82.5%+16.7pp | 71.3%+27.9pp |
| Annual return | 14.86% | 75.40%-60.5pp | 71.41%-56.5pp | 378.59%-363.7pp |
| Employer contribution / active EE | $3,037 | $3,224-5.8% | $4,736-35.9% | $2,148+41.4% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |