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 | $26,100 | $52,884-50.6% | $84,753-69.2% | $55,167-52.7% |
| Participation rate | 98.3% | 67.5%+30.7pp | 76.6%+21.7pp | 69.0%+29.3pp |
| Annual return | 16.95% | 18.03%-1.1pp | 22.78%-5.8pp | 169.23%-152.3pp |
| Employer contribution / active EE | $2,705 | $2,233+21.1% | $3,574-24.3% | $1,963+37.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |