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 | $147,242 | $55,449+165.5% | $83,831+75.6% | $56,289+161.6% |
| Participation rate | 91.1% | 68.0%+23.1pp | 76.1%+14.9pp | 69.9%+21.2pp |
| Annual return | 6.99% | -1.38%+8.4pp | 850.99%-844.0pp | -9.96%+16.9pp |
| Employer contribution / active EE | $8,866 | $2,430+264.8% | $3,631+144.2% | $2,111+320.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $656-99.8% | $5,479-100.0% | $521-99.8% |