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 | $29,694 | $69,305-57.2% | $82,312-63.9% | $69,631-57.4% |
| Participation rate | 99.2% | 80.3%+18.9pp | 76.9%+22.3pp | 70.7%+28.5pp |
| Annual return | 2.76% | 21.47%-18.7pp | 25.88%-23.1pp | 27571.02%-27568.3pp |
| Employer contribution / active EE | $4,636 | $1,887+145.7% | $2,428+90.9% | $2,032+128.1% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |