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 | $99,948 | $88,186+13.3% | $165,071-39.5% | $74,459+34.2% |
| Participation rate | 98.1% | 73.1%+24.9pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | 14.52% | 17.13%-2.6pp | 70.17%-55.6pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $604 | $2,600-76.8% | $4,347-86.1% | $2,626-77.0% |
| Participant deferral / active EE | $3,108 | $4,505-31.0% | $6,035-48.5% | $4,350-28.5% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |