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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,204 | $62,549+212.1% | $85,705+127.8% | $85,851+127.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | -5.10% | 23.77%-28.9pp | 21.49%-26.6pp | 318.63%-323.7pp |
| Employer contribution / active EE | $16,914 | $1,755+863.5% | $2,619+545.9% | $2,565+559.3% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,644-100.0% | $6,877-100.0% | $6,261-100.0% |