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 | $96,187 | $88,982+8.1% | $102,438-6.1% | $77,671+23.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 22.05% | 25.01%-3.0pp | 29.37%-7.3pp | 31.21%-9.2pp |
| Employer contribution / active EE | $598 | $2,698-77.8% | $3,024-80.2% | $2,726-78.1% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |