Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,948 | $60,396+9.2% | $111,392-40.8% | $56,289+17.2% |
| Participation rate | 91.0% | 72.4%+18.5pp | 78.9%+12.1pp | 69.9%+21.1pp |
| Annual return | 12.12% | 20.26%-8.1pp | -2.06%+14.2pp | -9.96%+22.1pp |
| Employer contribution / active EE | $1,915 | $3,459-44.6% | $4,328-55.8% | $2,111-9.3% |
| Participant deferral / active EE | $0 | $4,421-100.0% | $5,567-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $610-100.0% | $12,266-100.0% | $521-100.0% |