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 | $40,946 | $53,412-23.3% | $68,509-40.2% | $52,331-21.8% |
| Participation rate | 99.2% | 71.7%+27.5pp | 74.7%+24.4pp | 68.1%+31.0pp |
| Annual return | 18.25% | 3.42%+14.8pp | 8.27%+10.0pp | 4.54%+13.7pp |
| Employer contribution / active EE | $2,373 | $1,607+47.7% | $2,278+4.2% | $1,882+26.1% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $461-99.9% | $5,275-100.0% | $592-99.9% |