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.
Participant contribution per participant 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 | $71,420 | $80,177-10.9% | $123,894-42.4% | $57,658+23.9% |
| Participation rate | 97.2% | 74.4%+22.8pp | 81.4%+15.8pp | 70.2%+27.0pp |
| Annual return | 8.98% | 17.90%-8.9pp | 47.52%-38.5pp | 5.13%+3.9pp |
| Employer contribution / active EE | $3,844 | $2,913+32.0% | $4,617-16.7% | $1,974+94.7% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |