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.
Employer 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 | $96,802 | $83,090+16.5% | $130,062-25.6% | $71,529+35.3% |
| Participation rate | 91.1% | 74.1%+16.9pp | 78.5%+12.6pp | 67.9%+23.1pp |
| Annual return | 16.77% | 20.61%-3.8pp | -137.37%+154.1pp | 28.97%-12.2pp |
| Employer contribution / active EE | $603 | $2,624-77.0% | $4,322-86.0% | $2,590-76.7% |
| Participant deferral / active EE | $3,338 | $4,436-24.8% | $5,821-42.7% | $4,291-22.2% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |