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 | $24,142 | $61,356-60.7% | $149,696-83.9% | $71,511-66.2% |
| Participation rate | 74.7% | 62.5%+12.2pp | 78.8%-4.1pp | 67.9%+6.8pp |
| Annual return | 17.00% | 35.86%-18.9pp | 134.46%-117.5pp | 28.86%-11.9pp |
| Employer contribution / active EE | $936 | $2,382-60.7% | $4,821-80.6% | $2,589-63.9% |
| Participant deferral / active EE | $833 | $2,920-71.5% | $5,682-85.3% | $4,291-80.6% |
| Admin fee / account holder | $16 | $1,263-98.7% | $13,212-99.9% | $1,588-99.0% |