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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $509,852 | $78,562+549.0% | $105,608+382.8% | $74,429+585.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 5.67% | 15.94%-10.3pp | 116.50%-110.8pp | 1368.38%-1362.7pp |
| Employer contribution / active EE | $10,753 | $2,521+326.5% | $3,167+239.5% | $2,625+309.6% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |