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 | $138,283 | $204,754-32.5% | $94,229+46.8% | - |
| Participation rate | 92.9% | 62.0%+30.9pp | 78.8%+14.2pp | - |
| Annual return | 16.21% | -1.02%+17.2pp | 10.68%+5.5pp | - |
| Employer contribution / active EE | $8,438 | $1,251+574.6% | $3,587+135.3% | - |
| Participant deferral / active EE | $0 | $2,009-100.0% | $4,320-100.0% | - |
| Admin fee / account holder | $0 | $13,693-100.0% | $6,269-100.0% | - |