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 | $34,230 | $64,705-47.1% | $62,929-45.6% | $67,986-49.7% |
| Participation rate | 91.0% | 65.6%+25.4pp | 73.1%+17.9pp | 57.2%+33.8pp |
| Annual return | 15.16% | 20.31%-5.1pp | 1063.93%-1048.8pp | 31.67%-16.5pp |
| Employer contribution / active EE | $417 | $2,376-82.5% | $2,505-83.4% | $2,019-79.3% |
| Participant deferral / active EE | $3,713 | $3,198+16.1% | $3,888-4.5% | $3,358+10.6% |
| Admin fee / account holder | $0 | $1,428-100.0% | $5,065-100.0% | $3,203-100.0% |